Lindbrook Capital’s Utz Brands UTZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $183 | Sell |
13
-63
| -83% | -$887 | ﹤0.01% | 2714 |
|
|
2024
Q4 | $1.19K | Buy |
76
+38
| +100% | +$595 | ﹤0.01% | 2446 |
|
|
2024
Q3 | $673 | Buy |
38
+18
| +90% | +$319 | ﹤0.01% | 2594 |
|
|
2024
Q2 | $333 | Hold |
20
| – | – | ﹤0.01% | 2678 |
|
|
2024
Q1 | $369 | Hold |
20
| – | – | ﹤0.01% | 2548 |
|
|
2023
Q4 | $325 | Buy |
+20
| New | +$325 | ﹤0.01% | 2620 |
|
|
2023
Q3 | – | Sell |
-67
| Closed | -$1.1K | – | 2852 |
|
|
2023
Q2 | $1.1K | Buy |
67
+27
| +68% | +$442 | ﹤0.01% | 2352 |
|
|
2023
Q1 | $659 | Hold |
40
| – | – | ﹤0.01% | 2548 |
|
|
2022
Q4 | $634 | Buy |
+40
| New | +$634 | ﹤0.01% | 2546 |
|