LWAM
Legacy Wealth Asset Management’s Utz Brands UTZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $512K | Buy |
40,822
+290
| +0.7% | +$3.64K | 0.13% | 245 |
|
|
2025
Q1 | $571K | Sell |
40,532
-89
| -0.2% | -$1.25K | 0.16% | 217 |
|
|
2024
Q4 | $636K | Buy |
40,621
+445
| +1% | +$6.97K | 0.17% | 185 |
|
|
2024
Q3 | $711K | Buy |
40,176
+4,182
| +12% | +$74K | 0.19% | 162 |
|
|
2024
Q2 | $599K | Buy |
35,994
+10,080
| +39% | +$168K | 0.17% | 190 |
|
|
2024
Q1 | $478K | Buy |
25,914
+2,949
| +13% | +$54.4K | 0.13% | 237 |
|
|
2023
Q4 | $373K | Sell |
22,965
-221
| -1% | -$3.59K | 0.12% | 262 |
|
|
2023
Q3 | $311K | Sell |
23,186
-156
| -0.7% | -$2.1K | 0.11% | 272 |
|
|
2023
Q2 | $382K | Sell |
23,342
-250
| -1% | -$4.09K | 0.13% | 261 |
|
|
2023
Q1 | $389K | Sell |
23,592
-515
| -2% | -$8.48K | 0.14% | 263 |
|
|
2022
Q4 | $382K | Buy |
24,107
+190
| +0.8% | +$3.01K | 0.15% | 260 |
|
|
2022
Q3 | $361K | Sell |
23,917
-613
| -2% | -$9.25K | 0.16% | 232 |
|
|
2022
Q2 | $339K | Buy |
24,530
+663
| +3% | +$9.16K | 0.14% | 215 |
|
|
2022
Q1 | $353K | Buy |
23,867
+7,850
| +49% | +$116K | 0.13% | 230 |
|
|
2021
Q4 | $255K | Sell |
16,017
-245
| -2% | -$3.9K | 0.09% | 280 |
|
|
2021
Q3 | $279K | Buy |
16,262
+3,125
| +24% | +$53.6K | 0.13% | 247 |
|
|
2021
Q2 | $286K | Buy |
+13,137
| New | +$286K | 0.13% | 252 |
|