Envestnet Asset Management’s Utz Brands UTZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.84M | Sell |
737,062
-138,898
| -16% | -$1.29M | ﹤0.01% | 2209 |
|
|
2025
Q4 | $9.09M | Sell |
875,960
-72,636
| -8% | -$783K | ﹤0.01% | 1761 |
|
|
2025
Q3 | $11.5M | Buy |
948,596
+75,526
| +9% | +$1M | ﹤0.01% | 1667 |
|
|
2025
Q2 | $11M | Buy |
873,070
+22,860
| +3% | +$299K | ﹤0.01% | 1675 |
|
|
2025
Q1 | $12M | Buy |
850,210
+183,159
| +27% | +$2.52M | ﹤0.01% | 1550 |
|
|
2024
Q4 | $10.4M | Buy |
667,051
+23,776
| +4% | +$402K | ﹤0.01% | 1614 |
|
|
2024
Q3 | $11.4M | Sell |
643,275
-52,744
| -8% | -$876K | ﹤0.01% | 1545 |
|
|
2024
Q2 | $11.6M | Buy |
696,019
+14,647
| +2% | +$264K | ﹤0.01% | 1460 |
|
|
2024
Q1 | $12.6M | Buy |
681,372
+19,506
| +3% | +$347K | ﹤0.01% | 1387 |
|
|
2023
Q4 | $10.7M | Sell |
661,866
-48,299
| -7% | -$637K | ﹤0.01% | 1396 |
|
|
2023
Q3 | $9.54M | Buy |
710,165
+297,395
| +72% | +$4.58M | ﹤0.01% | 1400 |
|
|
2023
Q2 | $6.75M | Buy |
412,770
+6,672
| +2% | +$115K | ﹤0.01% | 1530 |
|
|
2023
Q1 | $6.69M | Buy |
406,098
+11,434
| +3% | +$189K | ﹤0.01% | 1495 |
|
|
2022
Q4 | $6.26M | Sell |
394,664
-2,939
| -0.7% | -$48.7K | ﹤0.01% | 1472 |
|
|
2022
Q3 | $6M | Buy |
397,603
+34,116
| +9% | +$553K | ﹤0.01% | 1430 |
|
|
2022
Q2 | $5.02M | Buy |
363,487
+181,132
| +99% | +$2.52M | ﹤0.01% | 1520 |
|
|
2022
Q1 | $2.69M | Buy |
182,355
+83,677
| +85% | +$1.31M | ﹤0.01% | 2021 |
|
|
2021
Q4 | $1.57M | Buy |
98,678
+26,752
| +37% | +$426K | ﹤0.01% | 2325 |
|
|
2021
Q3 | $1.23M | Buy |
71,926
+12,723
| +21% | +$259K | ﹤0.01% | 2403 |
|
|
2021
Q2 | $1.29M | Buy |
59,203
+17,155
| +41% | +$428K | ﹤0.01% | 2355 |
|
|
2021
Q1 | $1.04M | Buy |
42,048
+17,476
| +71% | +$424K | ﹤0.01% | 2378 |
|
|
2020
Q4 | $542K | Buy |
24,572
+1,395
| +6% | +$26.5K | ﹤0.01% | 2612 |
|
|
2020
Q3 | $415K | Buy |
+23,177
| New | +$352K | ﹤0.01% | 2571 |
|
Other funds holding UTZ
CCM
VPM
VCM
