Morgan Stanley’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
Q2 | $2.43M | Buy |
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|
2025
Q1 | $1.86M | Sell |
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|
2024
Q4 | $1.98M | Buy |
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|
2024
Q3 | $1.79M | Buy |
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|
2024
Q2 | $869K | Sell |
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|
2024
Q1 | $978K | Sell |
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|
2023
Q4 | $2.48M | Buy |
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|
2023
Q3 | $590K | Sell |
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|
2023
Q2 | $635K | Sell |
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|
2023
Q1 | $660K | Sell |
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|
2022
Q4 | $839K | Buy |
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|
2022
Q3 | $665K | Buy |
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|
2022
Q2 | $436K | Sell |
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|
2022
Q1 | $551K | Sell |
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|
2021
Q4 | $527K | Sell |
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|
2021
Q3 | $528K | Buy |
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|
2021
Q2 | $338K | Buy |
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|
2021
Q1 | $149K | Sell |
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|
2020
Q4 | $188K | Sell |
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|
2020
Q3 | $507K | Buy |
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|
2020
Q2 | $125K | Buy |
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|
2020
Q1 | $78K | Sell |
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|
2019
Q4 | $433K | Buy |
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|
2019
Q3 | $185K | Buy |
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|
2019
Q2 | $60K | Sell |
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|
2019
Q1 | $135K | Sell |
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|
2018
Q4 | $442K | Sell |
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|
2018
Q3 | $617K | Buy |
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|
2018
Q2 | $497K | Buy |
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|
2018
Q1 | $453K | Sell |
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|
2017
Q4 | $402K | Buy |
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|
2017
Q3 | $272K | Buy |
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|
2017
Q2 | $222K | Sell |
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|
2017
Q1 | $307K | Sell |
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|
2016
Q4 | $585K | Buy |
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|
2016
Q3 | $65K | Sell |
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|
2016
Q2 | $200K | Sell |
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|
2016
Q1 | $246K | Buy |
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|
2015
Q4 | $111K | Sell |
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|
2015
Q3 | $151K | Sell |
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|
2015
Q2 | $508K | Sell |
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|
2015
Q1 | $615K | Sell |
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|
2014
Q4 | $768K | Sell |
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|
2014
Q3 | $861K | Buy |
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|
2014
Q2 | $688K | Buy |
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|
2014
Q1 | $475K | Buy |
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|
2013
Q4 | $88K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $375K | Buy |
|