Creative Planning’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 | $771K | Buy |
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|
2025
Q1 | $210K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $633 | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $72K | Buy |
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|
2017
Q1 | $27K | Buy |
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|
2016
Q4 | $15K | Hold |
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|
2016
Q3 | $13K | Buy |
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|
2016
Q2 | $17K | Buy |
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|
2016
Q1 | – | Hold |
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|
2015
Q4 | – | Hold |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $5K | Buy |
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