Northwestern Mutual Wealth Management’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 | $55.4K | Buy |
1,281
+16
| +1% | +$692 | ﹤0.01% | 2219 |
|
|
2025
Q1 | $52.5K | Hold |
1,265
| – | – | ﹤0.01% | 2160 |
|
|
2024
Q4 | $54K | Buy |
1,265
+160
| +14% | +$6.83K | ﹤0.01% | 2156 |
|
|
2024
Q3 | $51.9K | Hold |
1,105
| – | – | ﹤0.01% | 2139 |
|
|
2024
Q2 | $56.6K | Sell |
1,105
-200
| -15% | -$10.2K | ﹤0.01% | 2045 |
|
|
2024
Q1 | $61.9K | Buy |
1,305
+268
| +26% | +$12.7K | ﹤0.01% | 1992 |
|
|
2023
Q4 | $51.6K | Buy |
+1,037
| New | +$51.6K | ﹤0.01% | 2040 |
|
|
2023
Q3 | – | Sell |
-150
| Closed | -$7.25K | – | 3364 |
|
|
2023
Q2 | $7.25K | Buy |
+150
| New | +$7.25K | ﹤0.01% | 2665 |
|
|
2023
Q1 | – | Sell |
-214
| Closed | -$9.96K | – | 3441 |
|
|
2022
Q4 | $9.96K | Buy |
+214
| New | +$9.96K | ﹤0.01% | 2501 |
|
|
2022
Q2 | – | Sell |
-360
| Closed | -$16K | – | 3270 |
|
|
2022
Q1 | $16K | Hold |
360
| – | – | ﹤0.01% | 2385 |
|
|
2021
Q4 | $16K | Sell |
360
-158
| -31% | -$7.02K | ﹤0.01% | 2420 |
|
|
2021
Q3 | $26K | Buy |
518
+158
| +44% | +$7.93K | ﹤0.01% | 2128 |
|
|
2021
Q2 | $18K | Buy |
360
+180
| +100% | +$9K | ﹤0.01% | 2227 |
|
|
2021
Q1 | $9K | Hold |
180
| – | – | ﹤0.01% | 2310 |
|
|
2020
Q4 | $8K | Hold |
180
| – | – | ﹤0.01% | 2262 |
|
|
2020
Q3 | $6K | Buy |
+180
| New | +$6K | ﹤0.01% | 2128 |
|
|
2020
Q1 | – | Sell |
-200
| Closed | -$5K | – | 2618 |
|
|
2019
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 2064 |
|
|
2019
Q3 | $4K | Buy |
+200
| New | +$4K | ﹤0.01% | 2134 |
|
|
2019
Q1 | – | Sell |
-220
| Closed | -$8K | – | 2585 |
|
|
2018
Q4 | $8K | Sell |
220
-444
| -67% | -$16.1K | ﹤0.01% | 1894 |
|
|
2018
Q3 | $39K | Buy |
+664
| New | +$39K | ﹤0.01% | 1409 |
|
|
2017
Q1 | – | Sell |
-1,000
| Closed | -$26K | – | 2135 |
|
|
2016
Q4 | $26K | Buy |
+1,000
| New | +$26K | ﹤0.01% | 1256 |
|