IFP Advisors’s National Beverage FIZZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.7K | Sell |
406
-424
| -51% | -$14.7K | ﹤0.01% | 2996 |
|
|
2025
Q4 | $26.5K | Sell |
830
-524
| -39% | -$18K | ﹤0.01% | 2573 |
|
|
2025
Q3 | $50K | Sell |
1,354
-158
| -10% | -$6.84K | ﹤0.01% | 2074 |
|
|
2025
Q2 | $66.8K | Sell |
1,512
-373
| -20% | -$16.4K | ﹤0.01% | 1885 |
|
|
2025
Q1 | $78.7K | Sell |
1,885
-292
| -13% | -$12K | ﹤0.01% | 1662 |
|
|
2024
Q4 | $93.3K | Sell |
2,177
-105
| -5% | -$4.91K | ﹤0.01% | 1507 |
|
|
2024
Q3 | $107K | Sell |
2,282
-3,999
| -64% | -$190K | ﹤0.01% | 1371 |
|
|
2024
Q2 | $322K | Buy |
6,281
+958
| +18% | +$44.8K | 0.01% | 810 |
|
|
2024
Q1 | $253K | Buy |
5,323
+444
| +9% | +$21.7K | 0.01% | 883 |
|
|
2023
Q4 | $243K | Buy |
4,879
+958
| +24% | +$45.8K | 0.01% | 864 |
|
|
2023
Q3 | $184K | Buy |
3,921
+388
| +11% | +$19.6K | 0.01% | 1003 |
|
|
2023
Q2 | $171K | Buy |
+3,533
| New | +$177K | 0.01% | 1097 |
|
|
2023
Q1 | – | Sell |
-27
| Closed | -$3K | – | 3746 |
|
|
2022
Q4 | $3K | Sell |
27
-26
| -49% | -$1.22K | ﹤0.01% | 4003 |
|
|
2022
Q3 | $5K | Hold |
53
| – | – | ﹤0.01% | 4025 |
|
|
2022
Q2 | $5K | Hold |
53
| – | – | ﹤0.01% | 3775 |
|
|
2022
Q1 | $5K | Hold |
53
| – | – | ﹤0.01% | 3775 |
|
|
2021
Q4 | $2K | Buy |
53
+19
| +56% | +$1.03K | ﹤0.01% | 2781 |
|
|
2021
Q3 | $3K | Hold |
34
| – | – | ﹤0.01% | 2717 |
|
|
2021
Q2 | $2K | Buy |
+34
| New | +$1.65K | ﹤0.01% | 2737 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3468 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3344 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3218 |
|
|
2020
Q2 | – | Sell |
-30
| Closed | -$810 | – | 3094 |
|
|
2020
Q1 | $1K | Buy |
+30
| New | +$656 | ﹤0.01% | 2523 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3110 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3285 |
|
|
2016
Q3 | – | Sell |
-4,080
| Closed | -$128K | – | 3939 |
|
|
2016
Q2 | $128K | Buy |
+4,080
| New | +$104K | 0.01% | 1202 |
|
|
2016
Q1 | – | Sell |
-888
| Closed | -$20K | – | 2716 |
|
|
2015
Q4 | $20K | Buy |
+888
| New | +$17.2K | ﹤0.01% | 2160 |
|
Other funds holding FIZZ
VPM
VCM
