Bahl & Gaynor’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 | $12.2M | Buy |
972,867
+58,542
| +6% | +$735K | 0.06% | 132 |
|
|
2025
Q1 | $12.9M | Buy |
914,325
+630,149
| +222% | +$8.87M | 0.07% | 129 |
|
|
2024
Q4 | $4.45M | Sell |
284,176
-19,404
| -6% | -$304K | 0.02% | 173 |
|
|
2024
Q3 | $5.37M | Buy |
303,580
+63,619
| +27% | +$1.13M | 0.03% | 171 |
|
|
2024
Q2 | $3.99M | Buy |
239,961
+74,633
| +45% | +$1.24M | 0.02% | 186 |
|
|
2024
Q1 | $3.05M | Buy |
165,328
+21,728
| +15% | +$401K | 0.02% | 192 |
|
|
2023
Q4 | $2.33M | Sell |
143,600
-2,253
| -2% | -$36.6K | 0.01% | 196 |
|
|
2023
Q3 | $1.96M | Buy |
145,853
+340
| +0.2% | +$4.57K | 0.01% | 201 |
|
|
2023
Q2 | $2.38M | Buy |
145,513
+1,083
| +0.7% | +$17.7K | 0.01% | 198 |
|
|
2023
Q1 | $2.38M | Buy |
144,430
+2,634
| +2% | +$43.4K | 0.01% | 202 |
|
|
2022
Q4 | $2.25M | Sell |
141,796
-2,207
| -2% | -$35K | 0.01% | 206 |
|
|
2022
Q3 | $2.18M | Sell |
144,003
-50,683
| -26% | -$766K | 0.01% | 201 |
|
|
2022
Q2 | $2.69M | Buy |
194,686
+7,272
| +4% | +$101K | 0.02% | 194 |
|
|
2022
Q1 | $2.77M | Buy |
187,414
+31,288
| +20% | +$462K | 0.02% | 198 |
|
|
2021
Q4 | $2.49M | Sell |
156,126
-4,930
| -3% | -$78.6K | 0.01% | 216 |
|
|
2021
Q3 | $2.76M | Buy |
161,056
+42,896
| +36% | +$735K | 0.02% | 207 |
|
|
2021
Q2 | $2.57M | Buy |
+118,160
| New | +$2.57M | 0.02% | 217 |
|