Farther Finance Advisors’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 | $238 | Sell |
19
-44
| -70% | -$551 | ﹤0.01% | 4173 |
|
|
2025
Q1 | $896 | Buy |
63
+54
| +600% | +$768 | ﹤0.01% | 3639 |
|
|
2024
Q4 | $141 | Hold |
9
| – | – | ﹤0.01% | 3725 |
|
|
2024
Q3 | $159 | Sell |
9
-38
| -81% | -$671 | ﹤0.01% | 3697 |
|
|
2024
Q2 | $782 | Buy |
+47
| New | +$782 | ﹤0.01% | 3154 |
|
|
2023
Q3 | – | Sell |
-29
| Closed | -$474 | – | 2699 |
|
|
2023
Q2 | $474 | Buy |
+29
| New | +$474 | ﹤0.01% | 2169 |
|