Jones Financial Companies’s National Beverage FIZZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $135K | Buy |
3,177
+1,042
| +49% | +$44.3K | ﹤0.01% | 1809 |
|
|
2025
Q1 | $89.3K | Sell |
2,135
-252
| -11% | -$10.5K | ﹤0.01% | 1823 |
|
|
2024
Q4 | $102K | Buy |
2,387
+1,463
| +158% | +$62.4K | ﹤0.01% | 1621 |
|
|
2024
Q3 | $43.2K | Buy |
924
+310
| +50% | +$14.5K | ﹤0.01% | 1697 |
|
|
2024
Q2 | $31.5K | Buy |
614
+331
| +117% | +$17K | ﹤0.01% | 1406 |
|
|
2024
Q1 | $13.4K | Buy |
283
+218
| +335% | +$10.3K | ﹤0.01% | 1000 |
|
|
2023
Q4 | $3.23K | Buy |
+65
| New | +$3.23K | ﹤0.01% | 830 |
|
|
2023
Q1 | – | Sell |
-18
| Closed | -$1K | – | 642 |
|
|
2022
Q4 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 668 |
|
|
2022
Q1 | – | Sell |
-124
| Closed | -$6K | – | 736 |
|
|
2021
Q4 | $6K | Sell |
124
-76
| -38% | -$3.68K | ﹤0.01% | 618 |
|
|
2021
Q3 | $10K | Hold |
200
| – | – | ﹤0.01% | 498 |
|
|
2021
Q2 | $9K | Buy |
200
+2
| +1% | +$90 | ﹤0.01% | 480 |
|
|
2021
Q1 | $10K | Buy |
198
+151
| +321% | +$7.63K | ﹤0.01% | 534 |
|
|
2020
Q4 | $4K | Buy |
+47
| New | +$4K | ﹤0.01% | 520 |
|