EverSource Wealth Advisors’s Utz Brands UTZ Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$15.2K Buy
1,214
+422
+53% +$5.3K ﹤0.01% 2491
2025
Q1
$11.2K Buy
792
+548
+225% +$7.72K ﹤0.01% 2052
2024
Q4
$3.82K Sell
244
-13
-5% -$204 ﹤0.01% 2462
2024
Q3
$4.55K Sell
257
-223
-46% -$3.95K ﹤0.01% 2265
2024
Q2
$7.12K Buy
480
+471
+5,233% +$6.99K ﹤0.01% 2049
2024
Q1
$162 Buy
+9
New +$162 ﹤0.01% 2808