Avantax Advisory Services’s National Beverage FIZZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307K | Buy |
7,107
+383
| +6% | +$16.6K | ﹤0.01% | 1888 |
|
|
2025
Q1 | $279K | Buy |
6,724
+39
| +0.6% | +$1.62K | ﹤0.01% | 1881 |
|
|
2024
Q4 | $285K | Buy |
6,685
+31
| +0.5% | +$1.32K | ﹤0.01% | 1814 |
|
|
2024
Q3 | $312K | Buy |
6,654
+388
| +6% | +$18.2K | ﹤0.01% | 1719 |
|
|
2024
Q2 | $321K | Buy |
6,266
+51
| +0.8% | +$2.61K | ﹤0.01% | 1650 |
|
|
2024
Q1 | $295K | Hold |
6,215
| – | – | ﹤0.01% | 1300 |
|
|
2023
Q4 | $309K | Hold |
6,215
| – | – | ﹤0.01% | 1219 |
|
|
2023
Q3 | $292K | Hold |
6,215
| – | – | ﹤0.01% | 1211 |
|
|
2023
Q2 | $301K | Sell |
6,215
-88
| -1% | -$4.26K | ﹤0.01% | 1184 |
|
|
2023
Q1 | $332K | Buy |
6,303
+88
| +1% | +$4.64K | ﹤0.01% | 1094 |
|
|
2022
Q4 | $289K | Hold |
6,215
| – | – | ﹤0.01% | 1127 |
|
|
2022
Q3 | $240K | Hold |
6,215
| – | – | ﹤0.01% | 1116 |
|
|
2022
Q2 | $304K | Hold |
6,215
| – | – | ﹤0.01% | 998 |
|
|
2022
Q1 | $270K | Hold |
6,215
| – | – | ﹤0.01% | 1051 |
|
|
2021
Q4 | $282K | Buy |
6,215
+376
| +6% | +$17.1K | ﹤0.01% | 1003 |
|
|
2021
Q3 | $307K | Hold |
5,839
| – | – | 0.01% | 916 |
|
|
2021
Q2 | $276K | Hold |
5,839
| – | – | 0.01% | 940 |
|
|
2021
Q1 | $286K | Buy |
5,839
+207
| +4% | +$10.1K | 0.01% | 827 |
|
|
2020
Q4 | $239K | Buy |
+5,632
| New | +$239K | 0.01% | 820 |
|