Carolina Wealth Advisors’s Utz Brands UTZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-800
| Closed | -$14.2K | – | 351 |
|
|
2024
Q3 | $14.2K | Hold |
800
| – | – | 0.01% | 152 |
|
|
2024
Q2 | $13.3K | Hold |
800
| – | – | 0.01% | 128 |
|
|
2024
Q1 | $14.8K | Hold |
800
| – | – | 0.01% | 133 |
|
|
2023
Q4 | $13K | Hold |
800
| – | – | 0.01% | 152 |
|
|
2023
Q3 | $10.7K | Hold |
800
| – | – | 0.01% | 166 |
|
|
2023
Q2 | $13.1K | Hold |
800
| – | – | 0.01% | 147 |
|
|
2023
Q1 | $13.2K | Hold |
800
| – | – | 0.01% | 145 |
|
|
2022
Q4 | $13K | Hold |
800
| – | – | 0.01% | 140 |
|
|
2022
Q3 | $12K | Hold |
800
| – | – | 0.01% | 139 |
|
|
2022
Q2 | $11K | Hold |
800
| – | – | 0.01% | 161 |
|
|
2022
Q1 | $12K | Hold |
800
| – | – | 0.01% | 171 |
|
|
2021
Q4 | $13K | Hold |
800
| – | – | 0.01% | 176 |
|
|
2021
Q3 | $14K | Hold |
800
| – | – | 0.01% | 172 |
|
|
2021
Q2 | $17K | Hold |
800
| – | – | 0.01% | 175 |
|
|
2021
Q1 | $20K | Hold |
800
| – | – | 0.01% | 171 |
|
|
2020
Q4 | $18K | Hold |
800
| – | – | 0.01% | 124 |
|
|
2020
Q3 | $14K | Buy |
+800
| New | +$14K | 0.01% | 120 |
|