IFP 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 | $703 | Buy |
+12
| New | +$703 | ﹤0.01% | 4333 |
|
|
2025
Q1 | – | Hold |
0
| – | -$313 | – | 3582 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3554 |
|
|
2024
Q2 | – | Sell |
-90
| Closed | -$1.66K | – | 3351 |
|
|
2024
Q1 | $1.66K | Hold |
90
| – | – | ﹤0.01% | 2747 |
|
|
2023
Q4 | $1.46K | Sell |
90
-100
| -53% | -$1.62K | ﹤0.01% | 2750 |
|
|
2023
Q3 | $2.55K | Hold |
190
| – | – | ﹤0.01% | 2763 |
|
|
2023
Q2 | $3.11K | Hold |
190
| – | – | ﹤0.01% | 2718 |
|
|
2023
Q1 | $3.5K | Sell |
190
-409
| -68% | -$7.53K | ﹤0.01% | 2704 |
|
|
2022
Q4 | $11K | Sell |
599
-86
| -13% | -$1.58K | ﹤0.01% | 3344 |
|
|
2022
Q3 | $13K | Buy |
685
+37
| +6% | +$702 | ﹤0.01% | 3482 |
|
|
2022
Q2 | $11K | Hold |
648
| – | – | ﹤0.01% | 3361 |
|
|
2022
Q1 | $11K | Buy |
648
+302
| +87% | +$5.13K | ﹤0.01% | 3361 |
|
|
2021
Q4 | $6K | Sell |
346
-1,374
| -80% | -$23.8K | ﹤0.01% | 2395 |
|
|
2021
Q3 | $30K | Hold |
1,720
| – | – | ﹤0.01% | 1753 |
|
|
2021
Q2 | $38K | Buy |
1,720
+500
| +41% | +$11K | ﹤0.01% | 1644 |
|
|
2021
Q1 | $30K | Hold |
1,220
| – | – | ﹤0.01% | 1668 |
|
|
2020
Q4 | $27K | Buy |
1,220
+100
| +9% | +$2.21K | ﹤0.01% | 1684 |
|
|
2020
Q3 | $20K | Buy |
+1,120
| New | +$20K | ﹤0.01% | 1654 |
|