Beacon Investment Advisors’s Utz Brands UTZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $277K | Sell |
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|
2025
Q2 | $292K | Sell |
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|
2025
Q1 | $338K | Buy |
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|
2024
Q4 | $370K | Sell |
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|
2024
Q3 | $428K | Buy |
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|
2024
Q2 | $401K | Sell |
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|
2024
Q1 | $449K | Sell |
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|
2023
Q4 | $396K | Buy |
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|
2023
Q3 | $327K | Sell |
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|
2023
Q2 | $408K | Sell |
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|
2023
Q1 | $414K | Sell |
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|
2022
Q4 | $400K | Buy |
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