Avantax Advisory Services’s National Beverage FIZZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307K | Buy |
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|
2025
Q1 | $279K | Buy |
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|
2024
Q4 | $285K | Buy |
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|
2024
Q3 | $312K | Buy |
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|
2024
Q2 | $321K | Buy |
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|
2024
Q1 | $295K | Hold |
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|
2023
Q4 | $309K | Hold |
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|
2023
Q3 | $292K | Hold |
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|
2023
Q2 | $301K | Sell |
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|
2023
Q1 | $332K | Buy |
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|
2022
Q4 | $289K | Hold |
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|
2022
Q3 | $240K | Hold |
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|
2022
Q2 | $304K | Hold |
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|
2022
Q1 | $270K | Hold |
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|
2021
Q4 | $282K | Buy |
|
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|
2021
Q3 | $307K | Hold |
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|
2021
Q2 | $276K | Hold |
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|
2021
Q1 | $286K | Buy |
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|
2020
Q4 | $239K | Buy |
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