CBIZ Investment Advisory Services’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 | $23.5K | Buy |
1,861
+5
| +0.3% | +$63 | ﹤0.01% | 244 |
|
|
2025
Q1 | $26.1K | Sell |
1,856
-15
| -0.8% | -$211 | ﹤0.01% | 190 |
|
|
2024
Q4 | $29.4K | Buy |
1,871
+522
| +39% | +$8.21K | ﹤0.01% | 157 |
|
|
2024
Q3 | $24K | Buy |
1,349
+91
| +7% | +$1.62K | ﹤0.01% | 162 |
|
|
2024
Q2 | $21K | Sell |
1,258
-20
| -2% | -$334 | ﹤0.01% | 160 |
|
|
2024
Q1 | $23.6K | Buy |
+1,278
| New | +$23.6K | ﹤0.01% | 152 |
|