Charles Schwab’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 | $7.59M | Buy |
604,569
+39,645
| +7% | +$498K | ﹤0.01% | 2146 |
|
|
2025
Q1 | $7.95M | Sell |
564,924
-11,806
| -2% | -$166K | ﹤0.01% | 2058 |
|
|
2024
Q4 | $9.03M | Buy |
576,730
+5,569
| +1% | +$87.2K | ﹤0.01% | 2063 |
|
|
2024
Q3 | $10.1M | Buy |
571,161
+28,484
| +5% | +$504K | ﹤0.01% | 2022 |
|
|
2024
Q2 | $9.03M | Sell |
542,677
-3,814
| -0.7% | -$63.5K | ﹤0.01% | 2093 |
|
|
2024
Q1 | $10.1M | Buy |
546,491
+624
| +0.1% | +$11.5K | ﹤0.01% | 1976 |
|
|
2023
Q4 | $8.86M | Buy |
545,867
+12,232
| +2% | +$199K | ﹤0.01% | 2051 |
|
|
2023
Q3 | $7.17M | Buy |
533,635
+23,109
| +5% | +$310K | ﹤0.01% | 2087 |
|
|
2023
Q2 | $8.35M | Buy |
510,526
+21,598
| +4% | +$353K | ﹤0.01% | 1990 |
|
|
2023
Q1 | $8.05M | Sell |
488,928
-1,875
| -0.4% | -$30.9K | ﹤0.01% | 1973 |
|
|
2022
Q4 | $7.78M | Buy |
490,803
+9,755
| +2% | +$155K | ﹤0.01% | 1988 |
|
|
2022
Q3 | $7.26M | Buy |
481,048
+13,197
| +3% | +$199K | ﹤0.01% | 2016 |
|
|
2022
Q2 | $6.47M | Buy |
467,851
+16,968
| +4% | +$235K | ﹤0.01% | 2072 |
|
|
2022
Q1 | $6.67M | Buy |
450,883
+13,897
| +3% | +$205K | ﹤0.01% | 2145 |
|
|
2021
Q4 | $6.97M | Buy |
436,986
+15,981
| +4% | +$255K | ﹤0.01% | 2183 |
|
|
2021
Q3 | $7.21M | Buy |
421,005
+32,781
| +8% | +$562K | ﹤0.01% | 2194 |
|
|
2021
Q2 | $8.46M | Buy |
388,224
+152,128
| +64% | +$3.32M | ﹤0.01% | 2086 |
|
|
2021
Q1 | $5.85M | Buy |
236,096
+58,664
| +33% | +$1.45M | ﹤0.01% | 2221 |
|
|
2020
Q4 | $3.92M | Buy |
+177,432
| New | +$3.92M | ﹤0.01% | 2338 |
|