Wells Fargo’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $167K | Sell |
3,096
-5,899
| -66% | -$328K | ﹤0.01% | 4817 |
|
|
2025
Q4 | $488K | Buy |
8,995
+2,874
| +47% | +$150K | ﹤0.01% | 4510 |
|
|
2025
Q3 | $314K | Buy |
6,121
+981
| +19% | +$50.2K | ﹤0.01% | 4652 |
|
|
2025
Q2 | $260K | Buy |
5,140
+461
| +10% | +$22.1K | ﹤0.01% | 4612 |
|
|
2025
Q1 | $221K | Buy |
4,679
+102
| +2% | +$5.04K | ﹤0.01% | 4632 |
|
|
2024
Q4 | $212K | Buy |
4,577
+1,021
| +29% | +$47.8K | ﹤0.01% | 4764 |
|
|
2024
Q3 | $162K | Buy |
3,556
+143
| +4% | +$6.04K | ﹤0.01% | 4723 |
|
|
2024
Q2 | $126K | Buy |
3,413
+640
| +23% | +$22K | ﹤0.01% | 4802 |
|
|
2024
Q1 | $104K | Buy |
2,773
+357
| +15% | +$12.8K | ﹤0.01% | 4873 |
|
|
2023
Q4 | $96.9K | Buy |
2,416
+478
| +25% | +$16.1K | ﹤0.01% | 4923 |
|
|
2023
Q3 | $58.1K | Sell |
1,938
-1,052
| -35% | -$33.2K | ﹤0.01% | 5108 |
|
|
2023
Q2 | $88.2K | Buy |
2,990
+1,490
| +99% | +$42.2K | ﹤0.01% | 5122 |
|
|
2023
Q1 | $45.8K | Sell |
1,500
-12,508
| -89% | -$428K | ﹤0.01% | 5204 |
|
|
2022
Q4 | $512K | Sell |
14,008
-238
| -2% | -$8.75K | ﹤0.01% | 3619 |
|
|
2022
Q3 | $461K | Buy |
14,246
+14,149
| +14,587% | +$470K | ﹤0.01% | 3733 |
|
|
2022
Q2 | $3K | Buy |
97
+52
| +116% | +$1.74K | ﹤0.01% | 6173 |
|
|
2022
Q1 | $1K | Buy |
45
+1
| +2% | +$32 | ﹤0.01% | 6787 |
|
|
2021
Q4 | $1K | Sell |
44
-2,000
| -98% | -$58.5K | ﹤0.01% | 7001 |
|
|
2021
Q3 | $58K | Buy |
2,044
+997
| +95% | +$27.5K | ﹤0.01% | 5562 |
|
|
2021
Q2 | $28K | Sell |
1,047
-35,422
| -97% | -$934K | ﹤0.01% | 5774 |
|
|
2021
Q1 | $902K | Buy |
36,469
+10,588
| +41% | +$238K | ﹤0.01% | 4317 |
|
|
2020
Q4 | $477K | Sell |
25,881
-1,457
| -5% | -$26.4K | ﹤0.01% | 4554 |
|
|
2020
Q3 | $391K | Buy |
27,338
+5,183
| +23% | +$80.5K | ﹤0.01% | 4530 |
|
|
2020
Q2 | $364K | Sell |
22,155
-1,627
| -7% | -$25.4K | ﹤0.01% | 4547 |
|
|
2020
Q1 | $369K | Sell |
23,782
-8,768
| -27% | -$200K | ﹤0.01% | 4264 |
|
|
2019
Q4 | $857K | Sell |
32,550
-395
| -1% | -$9.79K | ﹤0.01% | 3961 |
|
|
2019
Q3 | $793K | Buy |
32,945
+795
| +2% | +$18.7K | ﹤0.01% | 4023 |
|
|
2019
Q2 | $756K | Sell |
32,150
-1,186
| -4% | -$26.9K | ﹤0.01% | 4092 |
|
|
2019
Q1 | $668K | Buy |
33,336
+250
| +0.8% | +$5.28K | ﹤0.01% | 4164 |
|
|
2018
Q4 | $645K | Sell |
33,086
-2,038
| -6% | -$42.2K | ﹤0.01% | 4176 |
|
|
2018
Q3 | $815K | Sell |
35,124
-2,584
| -7% | -$60.8K | ﹤0.01% | 4106 |
|
|
2018
Q2 | $981K | Buy |
37,708
+5,099
| +16% | +$132K | ﹤0.01% | 4013 |
|
|
2018
Q1 | $820K | Sell |
32,609
-16,583
| -34% | -$399K | ﹤0.01% | 4056 |
|
|
2017
Q4 | $1.09M | Buy |
49,192
+3,797
| +8% | +$85.8K | ﹤0.01% | 3871 |
|
|
2017
Q3 | $1.03M | Buy |
45,395
+10,804
| +31% | +$236K | ﹤0.01% | 3836 |
|
|
2017
Q2 | $798K | Sell |
34,591
-60,945
| -64% | -$1.49M | ﹤0.01% | 3897 |
|
|
2017
Q1 | $2.48M | Buy |
95,536
+15,438
| +19% | +$384K | ﹤0.01% | 3019 |
|
|
2016
Q4 | $1.91M | Buy |
80,098
+19,625
| +32% | +$436K | ﹤0.01% | 3196 |
|
|
2016
Q3 | $1.42M | Sell |
60,473
-4,382
| -7% | -$101K | ﹤0.01% | 3228 |
|
|
2016
Q2 | $1.52M | Buy |
64,855
+2
| +0% | +$48 | ﹤0.01% | 3171 |
|
|
2016
Q1 | $1.49M | Sell |
64,853
-8,216
| -11% | -$183K | ﹤0.01% | 3133 |
|
|
2015
Q4 | $1.83M | Sell |
73,069
-95
| -0.1% | -$2.37K | ﹤0.01% | 3043 |
|
|
2015
Q3 | $1.72M | Buy |
73,164
+3,818
| +6% | +$86.2K | ﹤0.01% | 3106 |
|
|
2015
Q2 | $1.63M | Sell |
69,346
-1,278
| -2% | -$28.8K | ﹤0.01% | 3232 |
|
|
2015
Q1 | $1.53M | Buy |
70,624
+4,520
| +7% | +$103K | ﹤0.01% | 3231 |
|
|
2014
Q4 | $1.58M | Buy |
66,104
+15,954
| +32% | +$360K | ﹤0.01% | 3175 |
|
|
2014
Q3 | $1.1M | Sell |
50,150
-31,372
| -38% | -$706K | ﹤0.01% | 3414 |
|
|
2014
Q2 | $1.92M | Buy |
81,522
+6,456
| +9% | +$149K | ﹤0.01% | 3032 |
|
|
2014
Q1 | $1.77M | Buy |
75,066
+28,234
| +60% | +$595K | ﹤0.01% | 3075 |
|
|
2013
Q4 | $881K | Buy |
46,832
+1,014
| +2% | +$18K | ﹤0.01% | 3495 |
|
|
2013
Q3 | $748K | Sell |
45,818
-338
| -0.7% | -$5.47K | ﹤0.01% | 3527 |
|
|
2013
Q2 | $692K | Buy |
+46,156
| New | +$650K | ﹤0.01% | 3481 |
|
Other funds holding FBIZ
FBFS
VCM
BFC
CCM