Advisors Capital Management’s Utz Brands UTZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.2M | Buy |
254,689
+40,003
| +19% | +$502K | 0.04% | 234 |
|
|
2025
Q1 | $3.02M | Buy |
214,686
+69,796
| +48% | +$983K | 0.05% | 232 |
|
|
2024
Q4 | $2.27M | Buy |
144,890
+3,345
| +2% | +$52.4K | 0.04% | 246 |
|
|
2024
Q3 | $2.51M | Sell |
141,545
-1,717
| -1% | -$30.4K | 0.04% | 235 |
|
|
2024
Q2 | $2.38M | Buy |
143,262
+4,168
| +3% | +$69.4K | 0.04% | 240 |
|
|
2024
Q1 | $2.57M | Sell |
139,094
-555,223
| -80% | -$10.2M | 0.05% | 232 |
|
|
2023
Q4 | $11.3M | Sell |
694,317
-143,204
| -17% | -$2.33M | 0.23% | 122 |
|
|
2023
Q3 | $11.2M | Buy |
837,521
+29,432
| +4% | +$395K | 0.29% | 112 |
|
|
2023
Q2 | $13.2M | Buy |
808,089
+58,342
| +8% | +$954K | 0.32% | 107 |
|
|
2023
Q1 | $12.3M | Sell |
749,747
-928
| -0.1% | -$15.3K | 0.32% | 105 |
|
|
2022
Q4 | $11.9M | Buy |
750,675
+13,949
| +2% | +$221K | 0.32% | 96 |
|
|
2022
Q3 | $12.8M | Buy |
736,726
+34,877
| +5% | +$604K | 0.34% | 96 |
|
|
2022
Q2 | $9.7M | Buy |
701,849
+33,428
| +5% | +$462K | 0.3% | 102 |
|
|
2022
Q1 | $9.88M | Buy |
668,421
+43,419
| +7% | +$642K | 0.27% | 101 |
|
|
2021
Q4 | $9.97M | Buy |
625,002
+272,913
| +78% | +$4.35M | 0.27% | 105 |
|
|
2021
Q3 | $6.03M | Buy |
352,089
+35,659
| +11% | +$611K | 0.18% | 134 |
|
|
2021
Q2 | $6.9M | Buy |
316,430
+29,681
| +10% | +$647K | 0.22% | 123 |
|
|
2021
Q1 | $7.11M | Buy |
286,749
+32,266
| +13% | +$800K | 0.25% | 112 |
|
|
2020
Q4 | $5.61M | Buy |
254,483
+43,145
| +20% | +$952K | 0.21% | 123 |
|
|
2020
Q3 | $3.78M | Buy |
+211,338
| New | +$3.78M | 0.18% | 129 |
|