Cerity Partners’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 | – | Sell |
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|
2025
Q1 | $7.79M | Sell |
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|
2024
Q4 | $8.49M | Buy |
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|
2024
Q3 | $8.43M | Buy |
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|
2024
Q2 | $9.05M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $376K | Buy |
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|
2019
Q1 | $357K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $716K | Buy |
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|
2017
Q2 | $210K | Sell |
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|
2017
Q1 | $477K | Buy |
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