Envestnet Portfolio Solutions’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 | $166K | Sell |
13,266
-1,110
| -8% | -$13.9K | ﹤0.01% | 1507 |
|
|
2025
Q1 | $202K | Buy |
14,376
+2,408
| +20% | +$33.9K | ﹤0.01% | 1502 |
|
|
2024
Q4 | $187K | Buy |
11,968
+580
| +5% | +$9.08K | ﹤0.01% | 1700 |
|
|
2024
Q3 | $202K | Sell |
11,388
-450
| -4% | -$7.97K | ﹤0.01% | 1653 |
|
|
2024
Q2 | $197K | Buy |
11,838
+1,228
| +12% | +$20.4K | ﹤0.01% | 1592 |
|
|
2024
Q1 | $196K | Buy |
+10,610
| New | +$196K | ﹤0.01% | 1568 |
|
|
2023
Q4 | – | Sell |
-12,244
| Closed | -$164K | – | 1605 |
|
|
2023
Q3 | $164K | Buy |
+12,244
| New | +$164K | ﹤0.01% | 1447 |
|