JFS Wealth 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 | $38 | Sell |
3
-6
| -67% | -$76 | ﹤0.01% | 1840 |
|
|
2025
Q1 | $127 | Hold |
9
| – | – | ﹤0.01% | 1865 |
|
|
2024
Q4 | $141 | Sell |
9
-12
| -57% | -$188 | ﹤0.01% | 1867 |
|
|
2024
Q3 | $372 | Sell |
21
-9
| -30% | -$159 | ﹤0.01% | 1829 |
|
|
2024
Q2 | $500 | Buy |
30
+18
| +150% | +$300 | ﹤0.01% | 1806 |
|
|
2024
Q1 | $222 | Buy |
12
+4
| +50% | +$74 | ﹤0.01% | 1886 |
|
|
2023
Q4 | $130 | Buy |
8
+1
| +14% | +$16 | ﹤0.01% | 1942 |
|
|
2023
Q3 | $95 | Buy |
7
+2
| +40% | +$27 | ﹤0.01% | 1910 |
|
|
2023
Q2 | $82 | Buy |
5
+1
| +25% | +$16 | ﹤0.01% | 1933 |
|
|
2023
Q1 | $66 | Buy |
+4
| New | +$66 | ﹤0.01% | 1912 |
|