Bank of Montreal’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 | $200K | Sell |
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|
2025
Q2 | $323K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $230K | Sell |
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|
2024
Q1 | $624K | Buy |
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|
2023
Q4 | $217K | Buy |
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|
2023
Q3 | $223K | Sell |
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|
2023
Q2 | $7.27M | Buy |
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|
2023
Q1 | $226K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $314K | Buy |
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|
2021
Q4 | $281K | Sell |
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|
2021
Q3 | $401K | Sell |
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|
2021
Q2 | $383K | Buy |
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|
2021
Q1 | $372K | Buy |
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|
2020
Q4 | $278K | Buy |
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|
2020
Q3 | $102K | Buy |
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|
2020
Q2 | $89K | Sell |
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|
2020
Q1 | $537K | Sell |
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|
2019
Q4 | $770K | Buy |
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|
2019
Q3 | $651K | Buy |
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|
2019
Q2 | $290K | Buy |
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|
2019
Q1 | $14K | Sell |
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|
2018
Q4 | $31K | Sell |
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|
2018
Q3 | $85K | Sell |
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|
2018
Q2 | $107K | Buy |
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|
2018
Q1 | $82K | Sell |
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|
2017
Q4 | $358K | Buy |
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|
2017
Q3 | $114K | Sell |
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|
2017
Q2 | $1.02M | Buy |
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|
2017
Q1 | $76K | Hold |
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|
2016
Q4 | $46K | Buy |
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|
2016
Q3 | $35K | Hold |
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|
2016
Q2 | $49K | Sell |
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|
2016
Q1 | $36K | Buy |
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|
2015
Q4 | $3K | Hold |
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|
2015
Q3 | $2K | Hold |
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|
2015
Q2 | $2K | Hold |
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|
2015
Q1 | $2K | Hold |
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|
2014
Q4 | $2K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $5K | Buy |
|