AssetMark Inc’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 | $34.1K | Buy |
2,720
+365
| +15% | +$4.58K | ﹤0.01% | 1669 |
|
|
2025
Q1 | $33.2K | Buy |
2,355
+388
| +20% | +$5.46K | ﹤0.01% | 1559 |
|
|
2024
Q4 | $30.8K | Hold |
1,967
| – | – | ﹤0.01% | 1548 |
|
|
2024
Q3 | $34.8K | Sell |
1,967
-14
| -0.7% | -$248 | ﹤0.01% | 1374 |
|
|
2024
Q2 | $33K | Buy |
1,981
+441
| +29% | +$7.34K | ﹤0.01% | 1304 |
|
|
2024
Q1 | $28.4K | Hold |
1,540
| – | – | ﹤0.01% | 1233 |
|
|
2023
Q4 | $25K | Sell |
1,540
-8
| -0.5% | -$130 | ﹤0.01% | 1265 |
|
|
2023
Q3 | $20.8K | Buy |
1,548
+8
| +0.5% | +$107 | ﹤0.01% | 1232 |
|
|
2023
Q2 | $25.2K | Buy |
+1,540
| New | +$25.2K | ﹤0.01% | 1182 |
|