Mattern Wealth Management’s First Business Financial Services FBIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $410K | Hold |
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|
2025
Q2 | $405K | Hold |
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|
2025
Q1 | $377K | Hold |
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|
2024
Q4 | $370K | Hold |
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|
2024
Q3 | $365K | Hold |
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|
2024
Q2 | $296K | Hold |
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|
2024
Q1 | $300K | Hold |
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|
2023
Q4 | $321K | Hold |
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|
2023
Q3 | $240K | Hold |
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|
2023
Q2 | $236K | Hold |
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|
2023
Q1 | $244K | Hold |
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|
2022
Q4 | $292K | Hold |
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|
2022
Q3 | $258K | Hold |
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|
2022
Q2 | $250K | Hold |
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|
2022
Q1 | $262K | Hold |
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|
2021
Q4 | $233K | Hold |
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|
2021
Q3 | $230K | Hold |
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|
2021
Q2 | $213K | Buy |
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