Diversified Trust’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 | $413K | Sell |
|
|||||
|
2025
Q2 | $530K | Hold |
|
|||||
|
2025
Q1 | $594K | Sell |
|
|||||
|
2024
Q4 | $882K | Buy |
|
|||||
|
2024
Q3 | $794K | Hold |
|
|||||
|
2024
Q2 | $747K | Buy |
|
|||||
|
2024
Q1 | $792K | Buy |
|
|||||
|
2023
Q4 | $625K | Hold |
|
|||||
|
2023
Q3 | $516K | Buy |
|
|||||
|
2023
Q2 | $593K | Buy |
|
|||||
|
2023
Q1 | $555K | Buy |
|
|||||
|
2022
Q4 | $502K | Buy |
|
|||||
|
2022
Q3 | $456K | Hold |
|
|||||
|
2022
Q2 | $417K | Sell |
|
|||||
|
2022
Q1 | $475K | Buy |
|
|||||
|
2021
Q4 | $451K | Buy |
|
|||||
|
2021
Q3 | $352K | Buy |
|
|||||
|
2021
Q2 | $244K | Buy |
|