Venturi 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 Q1	–	Sell	-76	Closed	-$3.24K	–	1011
2024 Q4	$3.24K	Hold	76	–	–	﹤0.01%	1789
2024 Q3	$3.57K	Sell	76 -1,255	-94%	-$58.9K	﹤0.01%	1563
2024 Q2	$68.2K	Buy	+1,331	New	+$68.2K	﹤0.01%	581