Avantax Advisory Services’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 | $384K | Buy |
30,598
+361
| +1% | +$4.53K | ﹤0.01% | 1745 |
|
|
2025
Q1 | $426K | Buy |
30,237
+2,012
| +7% | +$28.3K | ﹤0.01% | 1610 |
|
|
2024
Q4 | $442K | Sell |
28,225
-2,219
| -7% | -$34.7K | ﹤0.01% | 1529 |
|
|
2024
Q3 | $539K | Sell |
30,444
-299
| -1% | -$5.29K | ﹤0.01% | 1362 |
|
|
2024
Q2 | $512K | Buy |
+30,743
| New | +$512K | ﹤0.01% | 1346 |
|