Beacon Investment Advisors’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 | $292K | Sell |
23,464
-516
| -2% | -$6.42K | 0.13% | 130 |
|
|
2025
Q1 | $338K | Buy |
23,980
+373
| +2% | +$5.25K | 0.16% | 123 |
|
|
2024
Q4 | $370K | Sell |
23,607
-557
| -2% | -$8.72K | 0.17% | 116 |
|
|
2024
Q3 | $428K | Buy |
24,164
+62
| +0.3% | +$1.1K | 0.2% | 111 |
|
|
2024
Q2 | $401K | Sell |
24,102
-264
| -1% | -$4.39K | 0.21% | 112 |
|
|
2024
Q1 | $449K | Sell |
24,366
-40
| -0.2% | -$738 | 0.26% | 90 |
|
|
2023
Q4 | $396K | Buy |
24,406
+57
| +0.2% | +$926 | 0.25% | 91 |
|
|
2023
Q3 | $327K | Sell |
24,349
-580
| -2% | -$7.79K | 0.23% | 96 |
|
|
2023
Q2 | $408K | Sell |
24,929
-222
| -0.9% | -$3.63K | 0.28% | 91 |
|
|
2023
Q1 | $414K | Sell |
25,151
-59
| -0.2% | -$972 | 0.3% | 90 |
|
|
2022
Q4 | $400K | Buy |
+25,210
| New | +$400K | 0.33% | 84 |
|