Cornerstone Planning Group’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
Sell
-378
Closed -$5.06K 1692
2025
Q1
$5.06K Buy
+378
New +$5.06K ﹤0.01% 728
2023
Q3
Sell
-302
Closed -$4.94K 1306
2023
Q2
$4.94K Buy
+302
New +$4.94K ﹤0.01% 896
2022
Q4
$4.82K Buy
+302
New +$4.82K ﹤0.01% 907