Charles Schwab’s Utz Brands UTZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.77M | Buy |
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|
2025
Q2 | $7.59M | Buy |
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|
2025
Q1 | $7.95M | Sell |
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|
2024
Q4 | $9.03M | Buy |
|
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|
2024
Q3 | $10.1M | Buy |
|
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|
2024
Q2 | $9.03M | Sell |
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|
2024
Q1 | $10.1M | Buy |
|
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|
2023
Q4 | $8.86M | Buy |
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|
2023
Q3 | $7.17M | Buy |
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|
2023
Q2 | $8.35M | Buy |
|
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|
2023
Q1 | $8.05M | Sell |
|
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|
2022
Q4 | $7.78M | Buy |
|
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|
2022
Q3 | $7.26M | Buy |
|
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|
2022
Q2 | $6.47M | Buy |
|
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|
2022
Q1 | $6.67M | Buy |
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|
2021
Q4 | $6.97M | Buy |
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|
2021
Q3 | $7.21M | Buy |
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|
2021
Q2 | $8.46M | Buy |
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|
2021
Q1 | $5.85M | Buy |
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|
2020
Q4 | $3.92M | Buy |
|