Cambridge Investment Research 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 Q1	–	Sell	-12,966	Closed	-$203K	–	3642
2024 Q4	$203K	Sell	12,966 -2,651	-17%	-$44.8K	﹤0.01%	3186
2024 Q3	$276K	Buy	15,617 +4,946	+46%	+$82.2K	﹤0.01%	2891
2024 Q2	$178K	Sell	10,671 -11,657	-52%	-$210K	﹤0.01%	3071
2024 Q1	$412K	Buy	22,328 +3,153	+16%	+$56.1K	﹤0.01%	2443
2023 Q4	$311K	Sell	19,175 -763	-4%	-$10.1K	﹤0.01%	2571
2023 Q3	$268K	Buy	+19,938	New	+$307K	﹤0.01%	2576
2023 Q2	–	Sell	-10,637	Closed	-$175K	–	3296
2023 Q1	$175K	Buy	+10,637	New	+$176K	﹤0.01%	2866
2022 Q4	–	Sell	-10,923	Closed	-$165K	–	3215
2022 Q3	$165K	Buy	10,923 +97	+0.9%	+$1.57K	﹤0.01%	2756
2022 Q2	$150K	Buy	10,826 +103	+1%	+$1.43K	﹤0.01%	2799
2022 Q1	$158K	Buy	10,723 +707	+7%	+$11.1K	﹤0.01%	2934
2021 Q4	$160K	Buy	+10,016	New	+$159K	﹤0.01%	2951
2021 Q3	–	Sell	-12,266	Closed	-$267K	–	3213
2021 Q2	$267K	Buy	12,266 +1,464	+14%	+$36.5K	﹤0.01%	2560
2021 Q1	$268K	Sell	10,802 -1,153	-10%	-$28K	﹤0.01%	2361
2020 Q4	$264K	Buy	+11,955	New	+$227K	﹤0.01%	2253
2020 Q3	–	Sell	-11,750	Closed	-$161K	–	2601
2020 Q2	$161K	Buy	+11,750	New	+$136K	﹤0.01%	2226