Wells Fargo’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 | $260K | Buy |
5,140
+461
| +10% | +$23.4K | ﹤0.01% | 4228 |
|
|
2025
Q1 | $221K | Buy |
4,679
+102
| +2% | +$4.81K | ﹤0.01% | 4195 |
|
|
2024
Q4 | $212K | Buy |
4,577
+1,021
| +29% | +$47.3K | ﹤0.01% | 4282 |
|
|
2024
Q3 | $162K | Buy |
3,556
+143
| +4% | +$6.52K | ﹤0.01% | 4334 |
|
|
2024
Q2 | $126K | Buy |
3,413
+640
| +23% | +$23.7K | ﹤0.01% | 4444 |
|
|
2024
Q1 | $104K | Buy |
2,773
+357
| +15% | +$13.4K | ﹤0.01% | 4503 |
|
|
2023
Q4 | $96.9K | Buy |
2,416
+478
| +25% | +$19.2K | ﹤0.01% | 4519 |
|
|
2023
Q3 | $58.1K | Sell |
1,938
-1,052
| -35% | -$31.6K | ﹤0.01% | 4766 |
|
|
2023
Q2 | $88.2K | Buy |
2,990
+1,490
| +99% | +$43.9K | ﹤0.01% | 4854 |
|
|
2023
Q1 | $45.8K | Sell |
1,500
-12,508
| -89% | -$382K | ﹤0.01% | 4911 |
|
|
2022
Q4 | $512K | Sell |
14,008
-238
| -2% | -$8.7K | ﹤0.01% | 3398 |
|
|
2022
Q3 | $461K | Buy |
14,246
+14,149
| +14,587% | +$458K | ﹤0.01% | 3495 |
|
|
2022
Q2 | $3K | Buy |
97
+52
| +116% | +$1.61K | ﹤0.01% | 5875 |
|
|
2022
Q1 | $1K | Buy |
45
+1
| +2% | +$22 | ﹤0.01% | 6430 |
|
|
2021
Q4 | $1K | Sell |
44
-2,000
| -98% | -$45.5K | ﹤0.01% | 6439 |
|
|
2021
Q3 | $58K | Buy |
2,044
+997
| +95% | +$28.3K | ﹤0.01% | 5258 |
|
|
2021
Q2 | $28K | Sell |
1,047
-35,422
| -97% | -$947K | ﹤0.01% | 5448 |
|
|
2021
Q1 | $902K | Buy |
36,469
+10,588
| +41% | +$262K | ﹤0.01% | 4050 |
|
|
2020
Q4 | $477K | Sell |
25,881
-1,457
| -5% | -$26.9K | ﹤0.01% | 4469 |
|
|
2020
Q3 | $391K | Buy |
27,338
+5,183
| +23% | +$74.1K | ﹤0.01% | 4407 |
|
|
2020
Q2 | $364K | Sell |
22,155
-1,627
| -7% | -$26.7K | ﹤0.01% | 4414 |
|
|
2020
Q1 | $369K | Sell |
23,782
-8,768
| -27% | -$136K | ﹤0.01% | 4132 |
|
|
2019
Q4 | $857K | Sell |
32,550
-395
| -1% | -$10.4K | ﹤0.01% | 3893 |
|
|
2019
Q3 | $793K | Buy |
32,945
+795
| +2% | +$19.1K | ﹤0.01% | 3945 |
|
|
2019
Q2 | $756K | Sell |
32,150
-1,186
| -4% | -$27.9K | ﹤0.01% | 4008 |
|
|
2019
Q1 | $668K | Buy |
33,336
+250
| +0.8% | +$5.01K | ﹤0.01% | 4116 |
|
|
2018
Q4 | $645K | Sell |
33,086
-2,038
| -6% | -$39.7K | ﹤0.01% | 4067 |
|
|
2018
Q3 | $815K | Sell |
35,124
-2,584
| -7% | -$60K | ﹤0.01% | 4031 |
|
|
2018
Q2 | $981K | Buy |
37,708
+5,099
| +16% | +$133K | ﹤0.01% | 3945 |
|
|
2018
Q1 | $820K | Sell |
32,609
-16,583
| -34% | -$417K | ﹤0.01% | 3984 |
|
|
2017
Q4 | $1.09M | Buy |
49,192
+3,797
| +8% | +$84K | ﹤0.01% | 3806 |
|
|
2017
Q3 | $1.03M | Buy |
45,395
+10,804
| +31% | +$246K | ﹤0.01% | 3773 |
|
|
2017
Q2 | $798K | Sell |
34,591
-60,945
| -64% | -$1.41M | ﹤0.01% | 3820 |
|
|
2017
Q1 | $2.48M | Buy |
95,536
+15,438
| +19% | +$401K | ﹤0.01% | 2989 |
|
|
2016
Q4 | $1.91M | Buy |
80,098
+19,625
| +32% | +$468K | ﹤0.01% | 3154 |
|
|
2016
Q3 | $1.42M | Sell |
60,473
-4,382
| -7% | -$103K | ﹤0.01% | 3177 |
|
|
2016
Q2 | $1.52M | Buy |
64,855
+2
| +0% | +$47 | ﹤0.01% | 3129 |
|
|
2016
Q1 | $1.49M | Sell |
64,853
-8,216
| -11% | -$188K | ﹤0.01% | 3092 |
|
|
2015
Q4 | $1.83M | Sell |
73,069
-95
| -0.1% | -$2.38K | ﹤0.01% | 2995 |
|
|
2015
Q3 | $1.72M | Buy |
73,164
+3,818
| +6% | +$89.8K | ﹤0.01% | 3052 |
|
|
2015
Q2 | $1.63M | Sell |
69,346
-1,278
| -2% | -$30K | ﹤0.01% | 3196 |
|
|
2015
Q1 | $1.53M | Buy |
70,624
+4,520
| +7% | +$97.7K | ﹤0.01% | 3192 |
|
|
2014
Q4 | $1.58M | Buy |
66,104
+15,954
| +32% | +$382K | ﹤0.01% | 3141 |
|
|
2014
Q3 | $1.1M | Sell |
50,150
-31,372
| -38% | -$689K | ﹤0.01% | 3384 |
|
|
2014
Q2 | $1.92M | Buy |
81,522
+6,456
| +9% | +$152K | ﹤0.01% | 3004 |
|
|
2014
Q1 | $1.77M | Buy |
75,066
+28,234
| +60% | +$666K | ﹤0.01% | 3053 |
|
|
2013
Q4 | $881K | Buy |
46,832
+1,014
| +2% | +$19.1K | ﹤0.01% | 3473 |
|
|
2013
Q3 | $748K | Sell |
45,818
-338
| -0.7% | -$5.52K | ﹤0.01% | 3506 |
|
|
2013
Q2 | $692K | Buy |
+46,156
| New | +$692K | ﹤0.01% | 3466 |
|