Cambridge Investment Research 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
Q1 | – | Sell |
-12,966
| Closed | -$203K | – | 3642 |
|
|
2024
Q4 | $203K | Sell |
12,966
-2,651
| -17% | -$41.5K | ﹤0.01% | 3186 |
|
|
2024
Q3 | $276K | Buy |
15,617
+4,946
| +46% | +$87.4K | ﹤0.01% | 2891 |
|
|
2024
Q2 | $178K | Sell |
10,671
-11,657
| -52% | -$194K | ﹤0.01% | 3071 |
|
|
2024
Q1 | $412K | Buy |
22,328
+3,153
| +16% | +$58.2K | ﹤0.01% | 2443 |
|
|
2023
Q4 | $311K | Sell |
19,175
-763
| -4% | -$12.4K | ﹤0.01% | 2571 |
|
|
2023
Q3 | $268K | Buy |
+19,938
| New | +$268K | ﹤0.01% | 2576 |
|
|
2023
Q2 | – | Sell |
-10,637
| Closed | -$175K | – | 3296 |
|
|
2023
Q1 | $175K | Buy |
+10,637
| New | +$175K | ﹤0.01% | 2866 |
|
|
2022
Q4 | – | Sell |
-10,923
| Closed | -$165K | – | 3215 |
|
|
2022
Q3 | $165K | Buy |
10,923
+97
| +0.9% | +$1.47K | ﹤0.01% | 2756 |
|
|
2022
Q2 | $150K | Buy |
10,826
+103
| +1% | +$1.43K | ﹤0.01% | 2799 |
|
|
2022
Q1 | $158K | Buy |
10,723
+707
| +7% | +$10.4K | ﹤0.01% | 2934 |
|
|
2021
Q4 | $160K | Buy |
+10,016
| New | +$160K | ﹤0.01% | 2951 |
|
|
2021
Q3 | – | Sell |
-12,266
| Closed | -$267K | – | 3213 |
|
|
2021
Q2 | $267K | Buy |
12,266
+1,464
| +14% | +$31.9K | ﹤0.01% | 2560 |
|
|
2021
Q1 | $268K | Sell |
10,802
-1,153
| -10% | -$28.6K | ﹤0.01% | 2361 |
|
|
2020
Q4 | $264K | Buy |
+11,955
| New | +$264K | ﹤0.01% | 2253 |
|
|
2020
Q3 | – | Sell |
-11,750
| Closed | -$161K | – | 2601 |
|
|
2020
Q2 | $161K | Buy |
+11,750
| New | +$161K | ﹤0.01% | 2226 |
|