Carson Wealth (CWM LLC)’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 | $22K | Buy |
1,762
+162
| +10% | +$2.02K | ﹤0.01% | 3856 |
|
|
2025
Q1 | $23K | Buy |
1,600
+654
| +69% | +$9.4K | ﹤0.01% | 3583 |
|
|
2024
Q4 | $15K | Buy |
946
+56
| +6% | +$888 | ﹤0.01% | 3641 |
|
|
2024
Q3 | $16K | Buy |
890
+183
| +26% | +$3.29K | ﹤0.01% | 3523 |
|
|
2024
Q2 | $12K | Buy |
707
+73
| +12% | +$1.24K | ﹤0.01% | 3455 |
|
|
2024
Q1 | $12K | Buy |
634
+24
| +4% | +$454 | ﹤0.01% | 3246 |
|
|
2023
Q4 | $10K | Buy |
610
+510
| +510% | +$8.36K | ﹤0.01% | 3203 |
|
|
2023
Q3 | $1K | Hold |
100
| – | – | ﹤0.01% | 4089 |
|
|
2023
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 3852 |
|
|
2023
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 3702 |
|
|
2022
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 3633 |
|
|
2022
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 3544 |
|
|
2022
Q2 | $1K | Buy |
100
+26
| +35% | +$260 | ﹤0.01% | 3645 |
|
|
2022
Q1 | $1K | Hold |
74
| – | – | ﹤0.01% | 3406 |
|
|
2021
Q4 | $1K | Buy |
+74
| New | +$1K | ﹤0.01% | 3369 |
|
|
2021
Q2 | $10K | Hold |
462
| – | – | ﹤0.01% | 2116 |
|
|
2021
Q1 | $10K | Hold |
462
| – | – | ﹤0.01% | 2116 |
|
|
2020
Q4 | $10K | Hold |
462
| – | – | ﹤0.01% | 2116 |
|
|
2020
Q3 | $10K | Hold |
462
| – | – | ﹤0.01% | 2116 |
|
|
2020
Q2 | $10K | Hold |
462
| – | – | ﹤0.01% | 2116 |
|
|
2020
Q1 | $10K | Hold |
462
| – | – | ﹤0.01% | 2116 |
|
|
2019
Q4 | $10K | Hold |
462
| – | – | ﹤0.01% | 2116 |
|
|
2019
Q3 | $10K | Hold |
462
| – | – | ﹤0.01% | 2116 |
|
|
2019
Q2 | $10K | Hold |
462
| – | – | ﹤0.01% | 2116 |
|
|
2019
Q1 | $10K | Buy |
+462
| New | +$10K | ﹤0.01% | 2116 |
|