Harbor Investment Advisory’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 | $68.8K | Buy |
5,481
+1,497
| +38% | +$18.8K | 0.01% | 567 |
|
|
2025
Q1 | $56.1K | Sell |
3,984
-100
| -2% | -$1.41K | 0.01% | 581 |
|
|
2024
Q4 | $64K | Hold |
4,084
| – | – | 0.01% | 542 |
|
|
2024
Q3 | $72.3K | Sell |
4,084
-979
| -19% | -$17.3K | 0.01% | 526 |
|
|
2024
Q2 | $84.2K | Sell |
5,063
-987
| -16% | -$16.4K | 0.01% | 480 |
|
|
2024
Q1 | $112K | Sell |
6,050
-838
| -12% | -$15.5K | 0.01% | 426 |
|
|
2023
Q4 | $112K | Hold |
6,888
| – | – | 0.01% | 400 |
|
|
2023
Q3 | $92.5K | Hold |
6,888
| – | – | 0.01% | 412 |
|
|
2023
Q2 | $113K | Hold |
6,888
| – | – | 0.02% | 468 |
|
|
2023
Q1 | $113K | Buy |
6,888
+1,853
| +37% | +$30.5K | 0.02% | 463 |
|
|
2022
Q4 | $79.9K | Hold |
5,035
| – | – | 0.01% | 548 |
|
|
2022
Q3 | $76K | Hold |
5,035
| – | – | 0.01% | 541 |
|
|
2022
Q2 | $70K | Hold |
5,035
| – | – | 0.01% | 596 |
|
|
2022
Q1 | $74K | Buy |
5,035
+2,286
| +83% | +$33.6K | 0.01% | 621 |
|
|
2021
Q4 | $44K | Buy |
2,749
+2,479
| +918% | +$39.7K | 0.01% | 779 |
|
|
2021
Q3 | $5K | Hold |
270
| – | – | ﹤0.01% | 1152 |
|
|
2021
Q2 | $6K | Hold |
270
| – | – | ﹤0.01% | 1086 |
|
|
2021
Q1 | $7K | Hold |
270
| – | – | ﹤0.01% | 1042 |
|
|
2020
Q4 | $6K | Buy |
+270
| New | +$6K | ﹤0.01% | 1001 |
|