Values First 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Sell |
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|
2025
Q1 | $1.78M | Buy |
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|
2024
Q4 | $1.82M | Sell |
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|
2024
Q3 | $2.08M | Buy |
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|
2024
Q2 | $2.16M | Buy |
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|
2024
Q1 | $1.66M | Sell |
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|
2023
Q4 | $1.77M | Buy |
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|
2023
Q3 | $1.65M | Sell |
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|
2023
Q2 | $1.71M | Sell |
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|
2023
Q1 | $2.08M | Buy |
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|
2022
Q4 | $1.82M | Sell |
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|
2022
Q3 | $1.54M | Buy |
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|
2022
Q2 | $1.92M | Sell |
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|
2022
Q1 | $2.08M | Buy |
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|
2021
Q4 | $2.09M | Sell |
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|
2021
Q3 | $2.69M | Buy |
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|
2021
Q2 | $2.39M | Sell |
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|
2021
Q1 | $2.53M | Buy |
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|
2020
Q4 | $2.14M | Sell |
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|
2020
Q3 | $1.71M | Buy |
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|
2020
Q2 | $1.51M | Sell |
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|
2020
Q1 | $1.07M | Buy |
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|
2019
Q4 | $1.17M | Buy |
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