Vista Investment 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 | $2.71M | Sell |
53,451
-285
| -0.5% | -$14.4K | 1% | 29 |
|
|
2025
Q1 | $2.53M | Sell |
53,736
-1,626
| -3% | -$76.7K | 0.99% | 26 |
|
|
2024
Q4 | $2.56M | Sell |
55,362
-2,219
| -4% | -$103K | 0.97% | 30 |
|
|
2024
Q3 | $2.63M | Buy |
57,581
+355
| +0.6% | +$16.2K | 0.99% | 31 |
|
|
2024
Q2 | $2.12M | Buy |
57,226
+1,092
| +2% | +$40.4K | 0.86% | 36 |
|
|
2024
Q1 | $2.11M | Buy |
56,134
+3,724
| +7% | +$140K | 0.86% | 33 |
|
|
2023
Q4 | $2.1M | Buy |
52,410
+301
| +0.6% | +$12.1K | 0.98% | 29 |
|
|
2023
Q3 | $1.56M | Sell |
52,109
-123
| -0.2% | -$3.69K | 0.82% | 37 |
|
|
2023
Q2 | $1.54M | Buy |
52,232
+2,922
| +6% | +$86.2K | 0.78% | 43 |
|
|
2023
Q1 | $1.5M | Buy |
49,310
+1,936
| +4% | +$59.1K | 0.8% | 40 |
|
|
2022
Q4 | $1.73M | Buy |
47,374
+27
| +0.1% | +$987 | 0.99% | 28 |
|
|
2022
Q3 | $1.53M | Buy |
47,347
+1,337
| +3% | +$43.2K | 0.94% | 29 |
|
|
2022
Q2 | $1.44M | Sell |
46,010
-144
| -0.3% | -$4.49K | 0.87% | 33 |
|
|
2022
Q1 | $1.51M | Buy |
46,154
+64
| +0.1% | +$2.1K | 0.83% | 37 |
|
|
2021
Q4 | $1.34M | Buy |
46,090
+2,381
| +5% | +$69.4K | 0.73% | 45 |
|
|
2021
Q3 | $1.26M | Sell |
43,709
-263
| -0.6% | -$7.55K | 0.74% | 49 |
|
|
2021
Q2 | $1.19M | Buy |
43,972
+71
| +0.2% | +$1.92K | 0.7% | 49 |
|
|
2021
Q1 | $1.09M | Sell |
43,901
-1,692
| -4% | -$41.9K | 0.68% | 51 |
|
|
2020
Q4 | $839K | Sell |
45,593
-2,821
| -6% | -$51.9K | 0.56% | 60 |
|
|
2020
Q3 | $692K | Sell |
48,414
-149
| -0.3% | -$2.13K | 0.53% | 63 |
|
|
2020
Q2 | $799K | Sell |
48,563
-677
| -1% | -$11.1K | 0.69% | 49 |
|
|
2020
Q1 | $763K | Buy |
49,240
+16
| +0% | +$248 | 0.78% | 43 |
|
|
2019
Q4 | $1.3M | Sell |
49,224
-23
| -0% | -$606 | 0.97% | 36 |
|
|
2019
Q3 | $1.19M | Buy |
49,247
+1,661
| +3% | +$40K | 0.98% | 35 |
|
|
2019
Q2 | $1.12M | Buy |
47,586
+400
| +0.8% | +$9.4K | 0.95% | 36 |
|
|
2019
Q1 | $945K | Sell |
47,186
-7
| -0% | -$140 | 0.83% | 39 |
|
|
2018
Q4 | $921K | Sell |
47,193
-1,106
| -2% | -$21.6K | 0.95% | 37 |
|
|
2018
Q3 | $1.12M | Hold |
48,299
| – | – | 0.99% | 34 |
|
|
2018
Q2 | $1.26M | Sell |
48,299
-250
| -0.5% | -$6.5K | 1.23% | 23 |
|
|
2018
Q1 | $1.22M | Hold |
48,549
| – | – | 1.28% | 24 |
|
|
2017
Q4 | $1.07M | Buy |
+48,549
| New | +$1.07M | 1.12% | 28 |
|