Global Retirement Partners’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 | $5.96K | Buy |
+475
| New | +$5.96K | ﹤0.01% | 2826 |
|
|
2024
Q4 | $5.31K | Hold |
339
| – | – | ﹤0.01% | 2652 |
|
|
2024
Q3 | $6K | Hold |
339
| – | – | ﹤0.01% | 2482 |
|
|
2024
Q2 | $5.64K | Sell |
339
-41
| -11% | -$682 | ﹤0.01% | 2559 |
|
|
2024
Q1 | $7.01K | Hold |
380
| – | – | ﹤0.01% | 2270 |
|
|
2023
Q4 | $6.26K | Buy |
380
+172
| +83% | +$2.83K | ﹤0.01% | 2236 |
|
|
2023
Q3 | $2.7K | Buy |
208
+31
| +18% | +$403 | ﹤0.01% | 2420 |
|
|
2023
Q2 | $2.9K | Hold |
177
| – | – | ﹤0.01% | 2401 |
|
|
2023
Q1 | $3.3K | Buy |
177
+41
| +30% | +$763 | ﹤0.01% | 2315 |
|
|
2022
Q4 | $2.16K | Hold |
136
| – | – | ﹤0.01% | 2334 |
|
|
2022
Q3 | $2K | Hold |
136
| – | – | ﹤0.01% | 2322 |
|
|
2022
Q2 | $2K | Hold |
136
| – | – | ﹤0.01% | 2285 |
|
|
2022
Q1 | $2K | Buy |
+136
| New | +$2K | ﹤0.01% | 2252 |
|
|
2021
Q4 | – | Sell |
-1,738
| Closed | -$30K | – | 1722 |
|
|
2021
Q3 | $30K | Hold |
1,738
| – | – | ﹤0.01% | 1057 |
|
|
2021
Q2 | $38K | Sell |
1,738
-146
| -8% | -$3.19K | ﹤0.01% | 972 |
|
|
2021
Q1 | $47K | Buy |
1,884
+22
| +1% | +$549 | 0.01% | 820 |
|
|
2020
Q4 | $41K | Hold |
1,862
| – | – | 0.01% | 799 |
|
|
2020
Q3 | $33K | Buy |
1,862
+213
| +13% | +$3.78K | ﹤0.01% | 759 |
|
|
2020
Q2 | $23K | Buy |
+1,649
| New | +$23K | ﹤0.01% | 863 |
|