Colony Group’s Utz Brands UTZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-12,836
Closed -$210K 787
2023
Q2
$210K Sell
12,836
-5,230
-29% -$85.6K ﹤0.01% 738
2023
Q1
$298K Sell
18,066
-3,252
-15% -$53.6K ﹤0.01% 661
2022
Q4
$338K Sell
21,318
-2,524
-11% -$40K ﹤0.01% 700
2022
Q3
$360K Sell
23,842
-1,068
-4% -$16.1K 0.01% 632
2022
Q2
$344K Buy
24,910
+198
+0.8% +$2.73K 0.01% 662
2022
Q1
$365K Buy
+24,712
New +$365K 0.01% 682