Avior Wealth Management’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
Q3 | $602K | Hold |
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|
2025
Q2 | $705K | Hold |
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|
2025
Q1 | $678K | Buy |
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|
2024
Q4 | $696K | Sell |
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|
2024
Q3 | $824K | Hold |
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|
2024
Q2 | $900K | Sell |
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|
2024
Q1 | $840K | Buy |
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|
2023
Q4 | $870K | Sell |
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|
2023
Q3 | $823K | Hold |
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|
2023
Q2 | $846K | Sell |
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|
2023
Q1 | $1.02M | Buy |
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|
2022
Q4 | $904K | Hold |
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|
2022
Q3 | $749K | Buy |
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|
2022
Q2 | $842K | Hold |
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|
2022
Q1 | $748K | Sell |
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|
2021
Q4 | $932K | Hold |
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|
2021
Q3 | $1.08M | Hold |
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|
2021
Q2 | $971K | Sell |
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|
2021
Q1 | $1.27M | Sell |
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|
2020
Q4 | $1.56M | Hold |
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|
2020
Q3 | $1.25M | Buy |
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|
2020
Q2 | $1.02M | Buy |
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|
2020
Q1 | $675K | Hold |
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|
2019
Q4 | $807K | Buy |
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|
2019
Q3 | $405K | Hold |
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|
2019
Q2 | $408K | Hold |
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|
2019
Q1 | $527K | Buy |
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|
2018
Q4 | $430K | Hold |
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|
2018
Q3 | $699K | Buy |
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|
2018
Q2 | $580K | Hold |
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|
2018
Q1 | $483K | Sell |
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|
2017
Q4 | $604K | Buy |
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