Morgan Stanley’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 | $2.43M | Buy |
47,936
+8,533
| +22% | +$432K | ﹤0.01% | 4577 |
|
|
2025
Q1 | $1.86M | Sell |
39,403
-3,322
| -8% | -$157K | ﹤0.01% | 4653 |
|
|
2024
Q4 | $1.98M | Buy |
42,725
+3,484
| +9% | +$161K | ﹤0.01% | 4700 |
|
|
2024
Q3 | $1.79M | Buy |
39,241
+15,736
| +67% | +$717K | ﹤0.01% | 4720 |
|
|
2024
Q2 | $869K | Sell |
23,505
-2,583
| -10% | -$95.5K | ﹤0.01% | 5045 |
|
|
2024
Q1 | $978K | Sell |
26,088
-35,716
| -58% | -$1.34M | ﹤0.01% | 4965 |
|
|
2023
Q4 | $2.48M | Buy |
61,804
+42,151
| +214% | +$1.69M | ﹤0.01% | 4806 |
|
|
2023
Q3 | $590K | Sell |
19,653
-1,884
| -9% | -$56.5K | ﹤0.01% | 5095 |
|
|
2023
Q2 | $635K | Sell |
21,537
-105
| -0.5% | -$3.1K | ﹤0.01% | 5099 |
|
|
2023
Q1 | $660K | Sell |
21,642
-1,310
| -6% | -$40K | ﹤0.01% | 5098 |
|
|
2022
Q4 | $839K | Buy |
22,952
+2,381
| +12% | +$87K | ﹤0.01% | 4961 |
|
|
2022
Q3 | $665K | Buy |
20,571
+6,594
| +47% | +$213K | ﹤0.01% | 5117 |
|
|
2022
Q2 | $436K | Sell |
13,977
-2,839
| -17% | -$88.6K | ﹤0.01% | 5486 |
|
|
2022
Q1 | $551K | Sell |
16,816
-1,232
| -7% | -$40.4K | ﹤0.01% | 5348 |
|
|
2021
Q4 | $527K | Sell |
18,048
-343
| -2% | -$10K | ﹤0.01% | 5512 |
|
|
2021
Q3 | $528K | Buy |
18,391
+5,926
| +48% | +$170K | ﹤0.01% | 5461 |
|
|
2021
Q2 | $338K | Buy |
12,465
+6,435
| +107% | +$174K | ﹤0.01% | 5744 |
|
|
2021
Q1 | $149K | Sell |
6,030
-4,156
| -41% | -$103K | ﹤0.01% | 5813 |
|
|
2020
Q4 | $188K | Sell |
10,186
-25,211
| -71% | -$465K | ﹤0.01% | 5622 |
|
|
2020
Q3 | $507K | Buy |
35,397
+27,858
| +370% | +$399K | ﹤0.01% | 4635 |
|
|
2020
Q2 | $125K | Buy |
7,539
+2,537
| +51% | +$42.1K | ﹤0.01% | 5295 |
|
|
2020
Q1 | $78K | Sell |
5,002
-11,428
| -70% | -$178K | ﹤0.01% | 5289 |
|
|
2019
Q4 | $433K | Buy |
16,430
+8,781
| +115% | +$231K | ﹤0.01% | 5007 |
|
|
2019
Q3 | $185K | Buy |
7,649
+5,060
| +195% | +$122K | ﹤0.01% | 5170 |
|
|
2019
Q2 | $60K | Sell |
2,589
-4,179
| -62% | -$96.8K | ﹤0.01% | 5529 |
|
|
2019
Q1 | $135K | Sell |
6,768
-15,891
| -70% | -$317K | ﹤0.01% | 5251 |
|
|
2018
Q4 | $442K | Sell |
22,659
-3,988
| -15% | -$77.8K | ﹤0.01% | 4861 |
|
|
2018
Q3 | $617K | Buy |
26,647
+7,528
| +39% | +$174K | ﹤0.01% | 4874 |
|
|
2018
Q2 | $497K | Buy |
19,119
+1,126
| +6% | +$29.3K | ﹤0.01% | 5103 |
|
|
2018
Q1 | $453K | Sell |
17,993
-199
| -1% | -$5.01K | ﹤0.01% | 5064 |
|
|
2017
Q4 | $402K | Buy |
18,192
+6,273
| +53% | +$139K | ﹤0.01% | 5090 |
|
|
2017
Q3 | $272K | Buy |
11,919
+2,333
| +24% | +$53.2K | ﹤0.01% | 5203 |
|
|
2017
Q2 | $222K | Sell |
9,586
-2,227
| -19% | -$51.6K | ﹤0.01% | 5280 |
|
|
2017
Q1 | $307K | Sell |
11,813
-12,876
| -52% | -$335K | ﹤0.01% | 5102 |
|
|
2016
Q4 | $585K | Buy |
24,689
+21,914
| +790% | +$519K | ﹤0.01% | 4828 |
|
|
2016
Q3 | $65K | Sell |
2,775
-5,719
| -67% | -$134K | ﹤0.01% | 5481 |
|
|
2016
Q2 | $200K | Sell |
8,494
-2,232
| -21% | -$52.6K | ﹤0.01% | 4936 |
|
|
2016
Q1 | $246K | Buy |
10,726
+6,289
| +142% | +$144K | ﹤0.01% | 4854 |
|
|
2015
Q4 | $111K | Sell |
4,437
-1,992
| -31% | -$49.8K | ﹤0.01% | 5349 |
|
|
2015
Q3 | $151K | Sell |
6,429
-15,277
| -70% | -$359K | ﹤0.01% | 5227 |
|
|
2015
Q2 | $508K | Sell |
21,706
-6,702
| -24% | -$157K | ﹤0.01% | 4698 |
|
|
2015
Q1 | $615K | Sell |
28,408
-3,638
| -11% | -$78.8K | ﹤0.01% | 4513 |
|
|
2014
Q4 | $768K | Sell |
32,046
-7,230
| -18% | -$173K | ﹤0.01% | 4346 |
|
|
2014
Q3 | $861K | Buy |
39,276
+10,022
| +34% | +$220K | ﹤0.01% | 4169 |
|
|
2014
Q2 | $688K | Buy |
29,254
+9,120
| +45% | +$214K | ﹤0.01% | 4348 |
|
|
2014
Q1 | $475K | Buy |
20,134
+15,446
| +329% | +$364K | ﹤0.01% | 4597 |
|
|
2013
Q4 | $88K | Buy |
+4,688
| New | +$88K | ﹤0.01% | 5391 |
|
|
2013
Q3 | – | Sell |
-25,052
| Closed | -$375K | – | 5338 |
|
|
2013
Q2 | $375K | Buy |
+25,052
| New | +$375K | ﹤0.01% | 4464 |
|