Wealth Enhancement Advisory Services’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 | $716K | Sell |
13,084
-142
| -1% | -$7.77K | ﹤0.01% | 1940 |
|
|
2025
Q1 | $624K | Buy |
13,226
+1,047
| +9% | +$49.4K | ﹤0.01% | 1880 |
|
|
2024
Q4 | $564K | Buy |
12,179
+67
| +0.6% | +$3.1K | ﹤0.01% | 1884 |
|
|
2024
Q3 | $552K | Sell |
12,112
-770
| -6% | -$35.1K | ﹤0.01% | 1752 |
|
|
2024
Q2 | $477K | Buy |
12,882
+58
| +0.5% | +$2.15K | ﹤0.01% | 1676 |
|
|
2024
Q1 | $481K | Hold |
12,824
| – | – | ﹤0.01% | 1611 |
|
|
2023
Q4 | $514K | Buy |
12,824
+8
| +0.1% | +$321 | ﹤0.01% | 1485 |
|
|
2023
Q3 | $385K | Buy |
+12,816
| New | +$385K | ﹤0.01% | 1587 |
|