Cerity Partners’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 | $134K | Sell |
10,661
-501
| -4% | -$6.29K | ﹤0.01% | 2434 |
|
|
2025
Q1 | $157K | Sell |
11,162
-123
| -1% | -$1.73K | ﹤0.01% | 2258 |
|
|
2024
Q4 | $179K | Buy |
11,285
+35
| +0.3% | +$554 | ﹤0.01% | 2255 |
|
|
2024
Q3 | $199K | Buy |
11,250
+285
| +3% | +$5.05K | ﹤0.01% | 2320 |
|
|
2024
Q2 | $182K | Buy |
10,965
+51
| +0.5% | +$849 | ﹤0.01% | 2041 |
|
|
2024
Q1 | $201K | Buy |
10,914
+650
| +6% | +$12K | ﹤0.01% | 2107 |
|
|
2023
Q4 | $167K | Buy |
+10,264
| New | +$167K | ﹤0.01% | 1741 |
|
|
2023
Q3 | – | Sell |
-18,180
| Closed | -$297K | – | 1708 |
|
|
2023
Q2 | $297K | Buy |
18,180
+32
| +0.2% | +$524 | ﹤0.01% | 1398 |
|
|
2023
Q1 | $299K | Buy |
18,148
+35
| +0.2% | +$576 | ﹤0.01% | 1529 |
|
|
2022
Q4 | $287K | Sell |
18,113
-962
| -5% | -$15.3K | ﹤0.01% | 1155 |
|
|
2022
Q3 | $288K | Sell |
19,075
-1,012
| -5% | -$15.3K | ﹤0.01% | 912 |
|
|
2022
Q2 | $278K | Buy |
20,087
+2,537
| +14% | +$35.1K | ﹤0.01% | 936 |
|
|
2022
Q1 | $259K | Buy |
+17,550
| New | +$259K | ﹤0.01% | 784 |
|