HighTower 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 | $302K | Sell |
24,062
-1,581
| -6% | -$19.8K | ﹤0.01% | 2916 |
|
2025
Q1 | $361K | Buy |
25,643
+8,209
| +47% | +$116K | ﹤0.01% | 2703 |
|
2024
Q4 | $273K | Sell |
17,434
-2,803
| -14% | -$43.9K | ﹤0.01% | 2938 |
|
2024
Q3 | $358K | Sell |
20,237
-2,707
| -12% | -$47.9K | ﹤0.01% | 2671 |
|
2024
Q2 | $378K | Buy |
22,944
+943
| +4% | +$15.5K | ﹤0.01% | 2521 |
|
2024
Q1 | $402K | Buy |
22,001
+1,493
| +7% | +$27.3K | ﹤0.01% | 2429 |
|
2023
Q4 | $330K | Buy |
20,508
+31
| +0.2% | +$499 | ﹤0.01% | 2615 |
|
2023
Q3 | $272K | Buy |
20,477
+2,757
| +16% | +$36.6K | ﹤0.01% | 2664 |
|
2023
Q2 | $292K | Sell |
17,720
-264
| -1% | -$4.35K | ﹤0.01% | 2569 |
|
2023
Q1 | $295K | Buy |
17,984
+877
| +5% | +$14.4K | ﹤0.01% | 2449 |
|
2022
Q4 | $274K | Buy |
17,107
+2,188
| +15% | +$35K | ﹤0.01% | 2513 |
|
2022
Q3 | $231K | Sell |
14,919
-2,764
| -16% | -$42.8K | ﹤0.01% | 2499 |
|
2022
Q2 | $243K | Sell |
17,683
-127,998
| -88% | -$1.76M | ﹤0.01% | 2483 |
|
2022
Q1 | $2.14M | Buy |
145,681
+12,156
| +9% | +$179K | ﹤0.01% | 1332 |
|
2021
Q4 | $2.12M | Buy |
133,525
+107,761
| +418% | +$1.71M | ﹤0.01% | 1332 |
|
2021
Q3 | $444K | Sell |
25,764
-6,021
| -19% | -$104K | ﹤0.01% | 2127 |
|
2021
Q2 | $688K | Sell |
31,785
-9,414
| -23% | -$204K | ﹤0.01% | 1863 |
|
2021
Q1 | $1M | Buy |
+41,199
| New | +$1M | ﹤0.01% | 1560 |
|
2020
Q4 | – | Sell |
-44,654
| Closed | -$807K | – | 2526 |
|
2020
Q3 | $807K | Buy |
44,654
+28,502
| +176% | +$515K | ﹤0.01% | 1322 |
|
2020
Q2 | $221K | Buy |
+16,152
| New | +$221K | ﹤0.01% | 1915 |
|