Physician Wealth Advisors’s First Business Financial Services FBIZ Stock Holding History

Physician Wealth Advisors’s Portfolio FBIZ Stock Details FBIZ Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$761	Hold
2025 Q3	$718	Hold
2025 Q2	$710	Hold
2025 Q1	$661	Buy