UMB Bank’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 | $4.84K | Sell |
112
-17
| -13% | -$735 | ﹤0.01% | 1833 |
|
|
2025
Q1 | $5.36K | Buy |
129
+30
| +30% | +$1.25K | ﹤0.01% | 1741 |
|
|
2024
Q4 | $4.22K | Buy |
99
+54
| +120% | +$2.3K | ﹤0.01% | 1765 |
|
|
2024
Q3 | $2.11K | Buy |
45
+21
| +88% | +$986 | ﹤0.01% | 1970 |
|
|
2024
Q2 | $1.23K | Buy |
24
+18
| +300% | +$923 | ﹤0.01% | 1922 |
|
|
2024
Q1 | $285 | Buy |
+6
| New | +$285 | ﹤0.01% | 2098 |
|
|
2021
Q1 | – | Sell |
-5,400
| Closed | -$229K | – | 362 |
|
|
2020
Q4 | $229K | Sell |
5,400
-3,400
| -39% | -$144K | 0.01% | 324 |
|
|
2020
Q3 | $268K | Hold |
8,800
| – | – | 0.01% | 295 |
|
|
2020
Q2 | $268K | Buy |
+8,800
| New | +$268K | 0.01% | 295 |
|
|
2020
Q1 | – | Sell |
-8,800
| Closed | -$224K | – | 345 |
|
|
2019
Q4 | $224K | Buy |
+8,800
| New | +$224K | 0.01% | 342 |
|
|
2019
Q2 | – | Sell |
-8,800
| Closed | -$254K | – | 366 |
|
|
2019
Q1 | $254K | Buy |
+8,800
| New | +$254K | 0.01% | 324 |
|