UBS Group’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 | $298K | Buy |
5,875
+1,507
| +35% | +$76.3K | ﹤0.01% | 5233 |
|
|
2025
Q1 | $206K | Buy |
4,368
+173
| +4% | +$8.16K | ﹤0.01% | 5300 |
|
|
2024
Q4 | $194K | Buy |
4,195
+479
| +13% | +$22.2K | ﹤0.01% | 5271 |
|
|
2024
Q3 | $169K | Buy |
3,716
+1,304
| +54% | +$59.4K | ﹤0.01% | 4825 |
|
|
2024
Q2 | $89.2K | Sell |
2,412
-5,381
| -69% | -$199K | ﹤0.01% | 5127 |
|
|
2024
Q1 | $292K | Sell |
7,793
-929
| -11% | -$34.8K | ﹤0.01% | 4461 |
|
|
2023
Q4 | $350K | Buy |
8,722
+4,383
| +101% | +$176K | ﹤0.01% | 4232 |
|
|
2023
Q3 | $130K | Sell |
4,339
-167
| -4% | -$5.01K | ﹤0.01% | 4559 |
|
|
2023
Q2 | $133K | Buy |
4,506
+1,005
| +29% | +$29.6K | ﹤0.01% | 4747 |
|
|
2023
Q1 | $107K | Buy |
3,501
+212
| +6% | +$6.47K | ﹤0.01% | 4805 |
|
|
2022
Q4 | $120K | Buy |
+3,289
| New | +$120K | ﹤0.01% | 4823 |
|
|
2022
Q3 | – | Sell |
-191
| Closed | -$6K | – | 9336 |
|
|
2022
Q2 | $6K | Sell |
191
-947
| -83% | -$29.7K | ﹤0.01% | 7627 |
|
|
2022
Q1 | $37K | Buy |
+1,138
| New | +$37K | ﹤0.01% | 5760 |
|
|
2021
Q4 | – | Sell |
-664
| Closed | -$19K | – | 9178 |
|
|
2021
Q3 | $19K | Buy |
+664
| New | +$19K | ﹤0.01% | 6065 |
|
|
2021
Q2 | – | Sell |
-2,103
| Closed | -$52K | – | 8341 |
|
|
2021
Q1 | $52K | Buy |
2,103
+646
| +44% | +$16K | ﹤0.01% | 5492 |
|
|
2020
Q4 | $27K | Buy |
1,457
+760
| +109% | +$14.1K | ﹤0.01% | 5712 |
|
|
2020
Q3 | $10K | Sell |
697
-1,940
| -74% | -$27.8K | ﹤0.01% | 5966 |
|
|
2020
Q2 | $43K | Sell |
2,637
-3,352
| -56% | -$54.7K | ﹤0.01% | 5141 |
|
|
2020
Q1 | $93K | Sell |
5,989
-4,687
| -44% | -$72.8K | ﹤0.01% | 4486 |
|
|
2019
Q4 | $281K | Buy |
10,676
+4,455
| +72% | +$117K | ﹤0.01% | 4353 |
|
|
2019
Q3 | $150K | Buy |
6,221
+3,403
| +121% | +$82.1K | ﹤0.01% | 4570 |
|
|
2019
Q2 | $66K | Buy |
2,818
+1,712
| +155% | +$40.1K | ﹤0.01% | 4826 |
|
|
2019
Q1 | $22K | Sell |
1,106
-2,259
| -67% | -$44.9K | ﹤0.01% | 5391 |
|
|
2018
Q4 | $66K | Buy |
3,365
+442
| +15% | +$8.67K | ﹤0.01% | 4981 |
|
|
2018
Q3 | $68K | Buy |
2,923
+396
| +16% | +$9.21K | ﹤0.01% | 5039 |
|
|
2018
Q2 | $66K | Buy |
2,527
+1,440
| +132% | +$37.6K | ﹤0.01% | 4882 |
|
|
2018
Q1 | $27K | Buy |
1,087
+295
| +37% | +$7.33K | ﹤0.01% | 5317 |
|
|
2017
Q4 | $18K | Buy |
792
+536
| +209% | +$12.2K | ﹤0.01% | 5656 |
|
|
2017
Q3 | $6K | Sell |
256
-3,139
| -92% | -$73.6K | ﹤0.01% | 6219 |
|
|
2017
Q2 | $78K | Buy |
3,395
+2,401
| +242% | +$55.2K | ﹤0.01% | 4437 |
|
|
2017
Q1 | $25K | Sell |
994
-2,398
| -71% | -$60.3K | ﹤0.01% | 5079 |
|
|
2016
Q4 | $81K | Buy |
3,392
+2,320
| +216% | +$55.4K | ﹤0.01% | 4549 |
|
|
2016
Q3 | $25K | Sell |
1,072
-558
| -34% | -$13K | ﹤0.01% | 5206 |
|
|
2016
Q2 | $38K | Buy |
1,630
+1,043
| +178% | +$24.3K | ﹤0.01% | 4874 |
|
|
2016
Q1 | $13K | Sell |
587
-169
| -22% | -$3.74K | ﹤0.01% | 5650 |
|
|
2015
Q4 | $19K | Sell |
756
-1,227
| -62% | -$30.8K | ﹤0.01% | 5600 |
|
|
2015
Q3 | $47K | Sell |
1,983
-439
| -18% | -$10.4K | ﹤0.01% | 4768 |
|
|
2015
Q2 | $57K | Buy |
2,422
+552
| +30% | +$13K | ﹤0.01% | 4684 |
|
|
2015
Q1 | $40K | Sell |
1,870
-762
| -29% | -$16.3K | ﹤0.01% | 4833 |
|
|
2014
Q4 | $63K | Buy |
+2,632
| New | +$63K | ﹤0.01% | 4540 |
|