Diligent Investors’s Utz Brands UTZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,389
| Closed | -$173K | – | 359 |
|
|
2024
Q2 | $173K | Sell |
10,389
-498
| -5% | -$8.29K | 0.04% | 320 |
|
|
2024
Q1 | $201K | Sell |
10,887
-699
| -6% | -$12.9K | 0.05% | 309 |
|
|
2023
Q4 | $188K | Sell |
11,586
-97
| -0.8% | -$1.58K | 0.05% | 301 |
|
|
2023
Q3 | $157K | Buy |
11,683
+301
| +3% | +$4.04K | 0.05% | 284 |
|
|
2023
Q2 | $186K | Sell |
11,382
-1,416
| -11% | -$23.2K | 0.06% | 269 |
|
|
2023
Q1 | $211K | Buy |
12,798
+5
| +0% | +$82 | 0.07% | 254 |
|
|
2022
Q4 | $203K | Sell |
12,793
-2,296
| -15% | -$36.4K | 0.07% | 259 |
|
|
2022
Q3 | $228K | Buy |
15,089
+8
| +0.1% | +$121 | 0.08% | 219 |
|
|
2022
Q2 | $208K | Buy |
15,081
+109
| +0.7% | +$1.5K | 0.07% | 229 |
|
|
2022
Q1 | $221K | Buy |
14,972
+4
| +0% | +$59 | 0.06% | 239 |
|
|
2021
Q4 | $239K | Buy |
14,968
+3,984
| +36% | +$63.6K | 0.07% | 226 |
|
|
2021
Q3 | $239K | Hold |
10,984
| – | – | 0.08% | 203 |
|
|
2021
Q2 | $239K | Sell |
10,984
-273
| -2% | -$5.94K | 0.08% | 204 |
|
|
2021
Q1 | $279K | Sell |
11,257
-297
| -3% | -$7.36K | 0.1% | 181 |
|
|
2020
Q4 | $255K | Buy |
+11,554
| New | +$255K | 0.1% | 174 |
|