LPL Financial’s Utz Brands UTZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.09M | Buy |
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|
2025
Q2 | $968K | Buy |
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|
2025
Q1 | $920K | Buy |
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|
2024
Q4 | $624K | Buy |
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|
2024
Q3 | $674K | Sell |
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|
2024
Q2 | $638K | Buy |
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|
2024
Q1 | $702K | Sell |
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|
2023
Q4 | $657K | Buy |
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|
2023
Q3 | $466K | Buy |
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|
2023
Q2 | $490K | Buy |
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|
2023
Q1 | $475K | Sell |
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|
2022
Q4 | $477K | Sell |
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|
2022
Q3 | $470K | Buy |
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|
2022
Q2 | $417K | Buy |
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|
2022
Q1 | $431K | Buy |
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|
2021
Q4 | $458K | Sell |
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|
2021
Q3 | $525K | Buy |
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|
2021
Q2 | $643K | Sell |
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|
2021
Q1 | $939K | Sell |
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|
2020
Q4 | $945K | Buy |
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|
2020
Q3 | $624K | Buy |
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|
2020
Q2 | $415K | Buy |
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