DWM
Diversify Wealth Management’s Utz Brands UTZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Sell |
17,422
-1,210
| -6% | -$15.6K | 0.01% | 500 |
|
|
2025
Q1 | $249K | Buy |
18,632
+1,918
| +11% | +$25.6K | 0.02% | 463 |
|
|
2024
Q4 | $225K | Sell |
16,714
-756
| -4% | -$10.2K | 0.02% | 471 |
|
|
2024
Q3 | $293K | Sell |
17,470
-1,604
| -8% | -$26.9K | 0.03% | 403 |
|
|
2024
Q2 | $309K | Buy |
+19,074
| New | +$309K | 0.04% | 352 |
|