Brinker Capital Investments’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 | $1.38M | Buy |
109,921
+1,137
| +1% | +$14.3K | 0.01% | 1000 |
|
|
2025
Q1 | $1.53M | Buy |
108,784
+26,975
| +33% | +$380K | 0.02% | 855 |
|
|
2024
Q4 | $1.28M | Sell |
81,809
-3,768
| -4% | -$59K | 0.01% | 911 |
|
|
2024
Q3 | $1.51M | Sell |
85,577
-4,893
| -5% | -$86.6K | 0.02% | 832 |
|
|
2024
Q2 | $1.51M | Sell |
90,470
-6,522
| -7% | -$109K | 0.02% | 779 |
|
|
2024
Q1 | $1.79M | Buy |
96,992
+38,047
| +65% | +$702K | 0.02% | 711 |
|
|
2023
Q4 | $1.03M | Sell |
58,945
-52,417
| -47% | -$912K | 0.01% | 928 |
|
|
2023
Q3 | $1.5M | Sell |
111,362
-9,126
| -8% | -$123K | 0.02% | 737 |
|
|
2023
Q2 | $1.97M | Sell |
120,488
-8,562
| -7% | -$140K | 0.02% | 662 |
|
|
2023
Q1 | $2.13M | Sell |
129,050
-13,501
| -9% | -$222K | 0.03% | 566 |
|
|
2022
Q4 | $2.26M | Sell |
142,551
-17,631
| -11% | -$280K | 0.05% | 426 |
|
|
2022
Q3 | $2.42M | Sell |
160,182
-12,813
| -7% | -$193K | 0.05% | 376 |
|
|
2022
Q2 | $2.39M | Buy |
172,995
+57,598
| +50% | +$796K | 0.05% | 400 |
|
|
2022
Q1 | $1.71M | Sell |
115,397
-51,749
| -31% | -$765K | 0.03% | 589 |
|
|
2021
Q4 | $2.67M | Buy |
167,146
+43,031
| +35% | +$686K | 0.04% | 463 |
|
|
2021
Q3 | $2.71M | Hold |
124,115
| – | – | 0.04% | 448 |
|
|
2021
Q2 | $2.71M | Buy |
+124,115
| New | +$2.71M | 0.04% | 505 |
|
|
2021
Q1 | – | Sell |
-191,385
| Closed | -$4.23M | – | 1268 |
|
|
2020
Q4 | $4.23M | Buy |
191,385
+117,544
| +159% | +$2.6M | 0.07% | 359 |
|
|
2020
Q3 | $1.33M | Buy |
+73,841
| New | +$1.33M | 0.02% | 601 |
|