Envestnet Asset Management’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 | $8.08M | Sell |
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|
2025
Q1 | $8.51M | Sell |
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|
2024
Q4 | $8.98M | Sell |
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|
2024
Q3 | $10.5M | Buy |
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|
2024
Q2 | $11.3M | Buy |
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|
2024
Q1 | $9.23M | Sell |
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|
2023
Q4 | $10.7M | Buy |
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|
2023
Q3 | $9.23M | Buy |
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|
2023
Q2 | $6.31M | Buy |
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|
2023
Q1 | $6.72M | Sell |
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|
2022
Q4 | $6.02M | Sell |
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|
2022
Q3 | $5.07M | Buy |
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|
2022
Q2 | $6.28M | Buy |
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|
2022
Q1 | $5.52M | Buy |
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|
2021
Q4 | $5.61M | Buy |
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|
2021
Q3 | $6.26M | Buy |
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|
2021
Q2 | $5.23M | Buy |
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|
2021
Q1 | $4.57M | Buy |
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|
2020
Q4 | $3.73M | Buy |
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|
2020
Q3 | $2.55M | Buy |
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|
2020
Q2 | $1.9M | Buy |
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|
2020
Q1 | $1.25M | Buy |
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|
2019
Q4 | $1.19M | Buy |
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|
2019
Q3 | $579K | Buy |
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|
2019
Q2 | $543K | Buy |
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|
2019
Q1 | $259K | Buy |
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|
2018
Q4 | $236K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $22K | Sell |
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|
2018
Q1 | $54K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $2K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $2K | Hold |
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|
2014
Q1 | $2K | Buy |
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