Legacy Wealth Asset Management’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 | $440K | Sell |
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|
2025
Q3 | $584K | Buy |
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|
2025
Q2 | $512K | Buy |
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|
2025
Q1 | $571K | Sell |
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|
2024
Q4 | $636K | Buy |
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|
2024
Q3 | $711K | Buy |
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|
2024
Q2 | $599K | Buy |
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|
2024
Q1 | $478K | Buy |
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|
2023
Q4 | $373K | Sell |
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|
2023
Q3 | $311K | Sell |
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|
2023
Q2 | $382K | Sell |
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|
2023
Q1 | $389K | Sell |
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|
2022
Q4 | $382K | Buy |
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|
2022
Q3 | $361K | Sell |
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|
2022
Q2 | $339K | Buy |
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|
2022
Q1 | $353K | Buy |
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|
2021
Q4 | $255K | Sell |
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|
2021
Q3 | $279K | Buy |
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|
2021
Q2 | $286K | Buy |
|