Creative Planning’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 | $771K | Buy |
17,832
+12,777
| +253% | +$552K | ﹤0.01% | 2067 |
|
|
2025
Q1 | $210K | Buy |
+5,055
| New | +$210K | ﹤0.01% | 3017 |
|
|
2023
Q2 | – | Sell |
-12
| Closed | -$633 | – | 2589 |
|
|
2023
Q1 | $633 | Buy |
+12
| New | +$633 | ﹤0.01% | 2477 |
|
|
2017
Q3 | – | Sell |
-1,540
| Closed | -$72K | – | 2448 |
|
|
2017
Q2 | $72K | Buy |
1,540
+900
| +141% | +$42.1K | ﹤0.01% | 2203 |
|
|
2017
Q1 | $27K | Buy |
640
+40
| +7% | +$1.69K | ﹤0.01% | 2881 |
|
|
2016
Q4 | $15K | Hold |
600
| – | – | ﹤0.01% | 3223 |
|
|
2016
Q3 | $13K | Buy |
600
+44
| +8% | +$953 | ﹤0.01% | 3272 |
|
|
2016
Q2 | $17K | Buy |
+556
| New | +$17K | ﹤0.01% | 2871 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 4254 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 4307 |
|
|
2015
Q1 | – | Sell |
-400
| Closed | -$5K | – | 4116 |
|
|
2014
Q4 | $5K | Buy |
+400
| New | +$5K | ﹤0.01% | 3416 |
|