Mattern Wealth Management’s First Business Financial Services FBIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $405K | Hold |
8,000
| – | – | 0.08% | 102 |
|
|
2025
Q1 | $377K | Hold |
8,000
| – | – | 0.08% | 117 |
|
|
2024
Q4 | $370K | Hold |
8,000
| – | – | 0.08% | 124 |
|
|
2024
Q3 | $365K | Hold |
8,000
| – | – | 0.08% | 127 |
|
|
2024
Q2 | $296K | Hold |
8,000
| – | – | 0.07% | 141 |
|
|
2024
Q1 | $300K | Hold |
8,000
| – | – | 0.07% | 139 |
|
|
2023
Q4 | $321K | Hold |
8,000
| – | – | 0.08% | 134 |
|
|
2023
Q3 | $240K | Hold |
8,000
| – | – | 0.07% | 150 |
|
|
2023
Q2 | $236K | Hold |
8,000
| – | – | 0.07% | 152 |
|
|
2023
Q1 | $244K | Hold |
8,000
| – | – | 0.08% | 156 |
|
|
2022
Q4 | $292K | Hold |
8,000
| – | – | 0.12% | 131 |
|
|
2022
Q3 | $258K | Hold |
8,000
| – | – | 0.1% | 133 |
|
|
2022
Q2 | $250K | Hold |
8,000
| – | – | 0.1% | 130 |
|
|
2022
Q1 | $262K | Hold |
8,000
| – | – | 0.09% | 139 |
|
|
2021
Q4 | $233K | Hold |
8,000
| – | – | 0.07% | 158 |
|
|
2021
Q3 | $230K | Hold |
8,000
| – | – | 0.08% | 153 |
|
|
2021
Q2 | $213K | Buy |
+8,000
| New | +$213K | 0.07% | 162 |
|