Allworth Financial’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 | $590 | Sell |
47
-208
| -82% | -$2.61K | ﹤0.01% | 4085 |
|
|
2025
Q1 | $3.5K | Buy |
255
+214
| +522% | +$2.94K | ﹤0.01% | 2951 |
|
|
2024
Q4 | $556 | Hold |
41
| – | – | ﹤0.01% | 3567 |
|
|
2024
Q3 | $726 | Hold |
41
| – | – | ﹤0.01% | 3332 |
|
|
2024
Q2 | $641 | Buy |
41
+21
| +105% | +$328 | ﹤0.01% | 3302 |
|
|
2024
Q1 | $369 | Sell |
20
-52
| -72% | -$959 | ﹤0.01% | 3363 |
|
|
2023
Q4 | $1.17K | Sell |
72
-100
| -58% | -$1.63K | ﹤0.01% | 2902 |
|
|
2023
Q3 | $2.31K | Sell |
172
-147
| -46% | -$1.97K | ﹤0.01% | 2467 |
|
|
2023
Q2 | $5.22K | Sell |
319
-218
| -41% | -$3.57K | ﹤0.01% | 2077 |
|
|
2023
Q1 | $8.85K | Buy |
+537
| New | +$8.85K | ﹤0.01% | 1835 |
|