Janney Montgomery Scott’s Utz Brands UTZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $202K | Sell |
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|
2025
Q3 | $264K | Sell |
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|
2025
Q2 | $344K | Buy |
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|
2025
Q1 | $196K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $170K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $199K | Sell |
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|
2023
Q1 | $219K | Hold |
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|
2022
Q4 | $211K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $985K | Sell |
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|
2021
Q4 | $1.06M | Sell |
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|
2021
Q3 | $1.68M | Buy |
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|
2021
Q2 | $2.09M | Buy |
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|
2021
Q1 | $2.35M | Buy |
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|
2020
Q4 | $1.27M | Sell |
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|
2020
Q3 | $1.06M | Buy |
|