Carson Wealth (CWM LLC)’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 | $45K | Sell |
1,047
-502
| -32% | -$21.6K | ﹤0.01% | 3361 |
|
|
2025
Q1 | $64K | Buy |
1,549
+722
| +87% | +$29.8K | ﹤0.01% | 2762 |
|
|
2024
Q4 | $35K | Buy |
827
+117
| +16% | +$4.95K | ﹤0.01% | 3050 |
|
|
2024
Q3 | $33K | Sell |
710
-40
| -5% | -$1.86K | ﹤0.01% | 3020 |
|
|
2024
Q2 | $38K | Buy |
750
+110
| +17% | +$5.57K | ﹤0.01% | 2655 |
|
|
2024
Q1 | $30K | Sell |
640
-5
| -0.8% | -$234 | ﹤0.01% | 2635 |
|
|
2023
Q4 | $32K | Buy |
645
+164
| +34% | +$8.14K | ﹤0.01% | 2466 |
|
|
2023
Q3 | $23K | Buy |
481
+152
| +46% | +$7.27K | ﹤0.01% | 2597 |
|
|
2023
Q2 | $16K | Buy |
329
+15
| +5% | +$729 | ﹤0.01% | 2775 |
|
|
2023
Q1 | $17K | Buy |
314
+3
| +1% | +$162 | ﹤0.01% | 2611 |
|
|
2022
Q4 | $14K | Buy |
311
+100
| +47% | +$4.5K | ﹤0.01% | 2601 |
|
|
2022
Q3 | $8K | Buy |
211
+7
| +3% | +$265 | ﹤0.01% | 2806 |
|
|
2022
Q2 | $10K | Buy |
204
+164
| +410% | +$8.04K | ﹤0.01% | 2571 |
|
|
2022
Q1 | $2K | Hold |
40
| – | – | ﹤0.01% | 3151 |
|
|
2021
Q4 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 3107 |
|