Corient Private Wealth’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 | $1.07M | Sell |
24,835
-578
| -2% | -$25K | ﹤0.01% | 1392 |
|
|
2025
Q1 | $1.06M | Buy |
25,413
+105
| +0.4% | +$4.36K | ﹤0.01% | 1253 |
|
|
2024
Q4 | $1.08M | Sell |
25,308
-106
| -0.4% | -$4.52K | ﹤0.01% | 1285 |
|
|
2024
Q3 | $1.19M | Sell |
25,414
-450
| -2% | -$21.1K | ﹤0.01% | 1296 |
|
|
2024
Q2 | $1.33M | Sell |
25,864
-58
| -0.2% | -$2.97K | ﹤0.01% | 1210 |
|
|
2024
Q1 | $1.23M | Sell |
25,922
-68
| -0.3% | -$3.23K | ﹤0.01% | 1240 |
|
|
2023
Q4 | $1.29M | Sell |
25,990
-246
| -0.9% | -$12.2K | ﹤0.01% | 1187 |
|
|
2023
Q3 | $1.23M | Buy |
+26,236
| New | +$1.23M | ﹤0.01% | 1116 |
|