CIAS
UTZ icon

CBIZ Investment Advisory Services’s Utz Brands UTZ Stock Holding History

CBIZ Investment Advisory Services’s Portfolio UTZ Stock Details UTZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,561
Closed -$26.7K – 727
2025
Q4 		$26.7K Buy
2,561
+394
+18% +$4.25K ﹤0.01% 223
2025
Q3 		$26.4K Buy
2,167
+306
+16% +$4.05K ﹤0.01% 208
2025
Q2 		$23.5K Buy
1,861
+5
+0.3% +$65 ﹤0.01% 244
2025
Q1 		$26.1K Sell
1,856
-15
-0.8% -$206 ﹤0.01% 190
2024
Q4 		$29.4K Buy
1,871
+522
+39% +$8.82K ﹤0.01% 157
2024
Q3 		$24K Buy
1,349
+91
+7% +$1.51K ﹤0.01% 162
2024
Q2 		$21K Sell
1,258
-20
-2% -$360 ﹤0.01% 160
2024
Q1 		$23.6K Buy
+1,278
New +$22.7K ﹤0.01% 152

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VPM
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VCM
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Focus Partners Wealth
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Geode Capital Management
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