Janney Montgomery Scott’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 | $344K | Buy |
27,436
+13,533
| +97% | +$170K | ﹤0.01% | 2264 |
|
|
2025
Q1 | $196K | Buy |
+13,903
| New | +$196K | ﹤0.01% | 2541 |
|
|
2024
Q1 | – | Sell |
-10,438
| Closed | -$170K | – | 2836 |
|
|
2023
Q4 | $170K | Buy |
+10,438
| New | +$170K | ﹤0.01% | 2499 |
|
|
2023
Q3 | – | Sell |
-12,137
| Closed | -$199K | – | 2768 |
|
|
2023
Q2 | $199K | Sell |
12,137
-1,173
| -9% | -$19.2K | ﹤0.01% | 2463 |
|
|
2023
Q1 | $219K | Hold |
13,310
| – | – | ﹤0.01% | 2239 |
|
|
2022
Q4 | $211K | Buy |
+13,310
| New | +$211K | ﹤0.01% | 2346 |
|
|
2022
Q2 | – | Sell |
-66,675
| Closed | -$985K | – | 2452 |
|
|
2022
Q1 | $985K | Sell |
66,675
-8
| -0% | -$118 | ﹤0.01% | 1256 |
|
|
2021
Q4 | $1.06M | Sell |
66,683
-31,629
| -32% | -$505K | ﹤0.01% | 1290 |
|
|
2021
Q3 | $1.68M | Buy |
98,312
+2,491
| +3% | +$42.7K | 0.01% | 1025 |
|
|
2021
Q2 | $2.09M | Buy |
95,821
+1,082
| +1% | +$23.6K | 0.01% | 919 |
|
|
2021
Q1 | $2.35M | Buy |
94,739
+37,132
| +64% | +$921K | 0.01% | 809 |
|
|
2020
Q4 | $1.27M | Sell |
57,607
-1,893
| -3% | -$41.8K | 0.01% | 1065 |
|
|
2020
Q3 | $1.07M | Buy |
+59,500
| New | +$1.07M | 0.01% | 1074 |
|