Creative Planning’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 | $653K | Sell |
52,067
-8,465
| -14% | -$106K | ﹤0.01% | 2223 |
|
|
2025
Q1 | $852K | Buy |
60,532
+29,368
| +94% | +$414K | ﹤0.01% | 1837 |
|
|
2024
Q4 | $488K | Buy |
31,164
+1,928
| +7% | +$30.2K | ﹤0.01% | 2240 |
|
|
2024
Q3 | $517K | Sell |
29,236
-7,919
| -21% | -$140K | ﹤0.01% | 2076 |
|
|
2024
Q2 | $618K | Buy |
37,155
+2,802
| +8% | +$46.6K | ﹤0.01% | 1779 |
|
|
2024
Q1 | $633K | Buy |
34,353
+11,212
| +48% | +$207K | ﹤0.01% | 1675 |
|
|
2023
Q4 | $376K | Buy |
+23,141
| New | +$376K | ﹤0.01% | 1920 |
|
|
2020
Q4 | – | Sell |
-11,201
| Closed | -$200K | – | 2188 |
|
|
2020
Q3 | $200K | Buy |
+11,201
| New | +$200K | ﹤0.01% | 1659 |
|