Jones Financial Companies’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 | $135K | Buy |
|
|||||
|
2025
Q1 | $89.3K | Sell |
|
|||||
|
2024
Q4 | $102K | Buy |
|
|||||
|
2024
Q3 | $43.2K | Buy |
|
|||||
|
2024
Q2 | $31.5K | Buy |
|
|||||
|
2024
Q1 | $13.4K | Buy |
|
|||||
|
2023
Q4 | $3.23K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $1K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $6K | Sell |
|
|||||
|
2021
Q3 | $10K | Hold |
|
|||||
|
2021
Q2 | $9K | Buy |
|
|||||
|
2021
Q1 | $10K | Buy |
|
|||||
|
2020
Q4 | $4K | Buy |
|