Wellington Management Group’s First Business Financial Services FBIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
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|
2021
Q1 | $214K | Sell |
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|
2020
Q4 | $216K | Sell |
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|
2020
Q3 | $180K | Sell |
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|
2020
Q2 | $231K | Sell |
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|
2020
Q1 | $366K | Sell |
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|
2019
Q4 | $691K | Sell |
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|
2019
Q3 | $736K | Sell |
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|
2019
Q2 | $734K | Sell |
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|
2019
Q1 | $686K | Sell |
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|
2018
Q4 | $1.1M | Sell |
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|
2018
Q3 | $4.56M | Sell |
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|
2018
Q2 | $6.15M | Sell |
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|
2018
Q1 | $12.5M | Sell |
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|
2017
Q4 | $11.5M | Sell |
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|
2017
Q3 | $14.8M | Sell |
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|
2017
Q2 | $17.5M | Sell |
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|
2017
Q1 | $20.1M | Buy |
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|
2016
Q4 | $12.5M | Buy |
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|
2016
Q3 | $10M | Hold |
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|
2016
Q2 | $10M | Sell |
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|
2016
Q1 | $11M | Hold |
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|
2015
Q4 | $12M | Sell |
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|
2015
Q3 | $11.9M | Buy |
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|
2015
Q2 | $7.32M | Buy |
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|
2015
Q1 | $5.7M | Hold |
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|
2014
Q4 | $6.31M | Hold |
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|
2014
Q3 | $5.78M | Sell |
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|
2014
Q2 | $6.42M | Sell |
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|
2014
Q1 | $7.26M | Sell |
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|
2013
Q4 | $6.45M | Sell |
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|
2013
Q3 | $7.08M | Sell |
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|
2013
Q2 | $6.86M | Buy |
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