LPL Financial’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 | $968K | Buy |
77,116
+11,782
| +18% | +$148K | ﹤0.01% | 3755 |
|
|
2025
Q1 | $920K | Buy |
65,334
+25,455
| +64% | +$358K | ﹤0.01% | 3593 |
|
|
2024
Q4 | $624K | Buy |
39,879
+1,789
| +5% | +$28K | ﹤0.01% | 3847 |
|
|
2024
Q3 | $674K | Sell |
38,090
-269
| -0.7% | -$4.76K | ﹤0.01% | 3695 |
|
|
2024
Q2 | $638K | Buy |
38,359
+277
| +0.7% | +$4.61K | ﹤0.01% | 3603 |
|
|
2024
Q1 | $702K | Sell |
38,082
-2,389
| -6% | -$44.1K | ﹤0.01% | 3447 |
|
|
2023
Q4 | $657K | Buy |
40,471
+5,758
| +17% | +$93.5K | ﹤0.01% | 3394 |
|
|
2023
Q3 | $466K | Buy |
34,713
+4,772
| +16% | +$64.1K | ﹤0.01% | 3518 |
|
|
2023
Q2 | $490K | Buy |
29,941
+1,098
| +4% | +$18K | ﹤0.01% | 3432 |
|
|
2023
Q1 | $475K | Sell |
28,843
-1,202
| -4% | -$19.8K | ﹤0.01% | 3365 |
|
|
2022
Q4 | $477K | Sell |
30,045
-1,052
| -3% | -$16.7K | ﹤0.01% | 3272 |
|
|
2022
Q3 | $470K | Buy |
31,097
+919
| +3% | +$13.9K | ﹤0.01% | 3192 |
|
|
2022
Q2 | $417K | Buy |
30,178
+998
| +3% | +$13.8K | ﹤0.01% | 3341 |
|
|
2022
Q1 | $431K | Buy |
29,180
+451
| +2% | +$6.66K | ﹤0.01% | 3303 |
|
|
2021
Q4 | $458K | Sell |
28,729
-1,904
| -6% | -$30.4K | ﹤0.01% | 3340 |
|
|
2021
Q3 | $525K | Buy |
30,633
+1,129
| +4% | +$19.3K | ﹤0.01% | 3159 |
|
|
2021
Q2 | $643K | Sell |
29,504
-8,384
| -22% | -$183K | ﹤0.01% | 2931 |
|
|
2021
Q1 | $939K | Sell |
37,888
-4,943
| -12% | -$123K | ﹤0.01% | 2436 |
|
|
2020
Q4 | $945K | Buy |
42,831
+7,997
| +23% | +$176K | ﹤0.01% | 2222 |
|
|
2020
Q3 | $624K | Buy |
34,834
+4,573
| +15% | +$81.9K | ﹤0.01% | 2286 |
|
|
2020
Q2 | $415K | Buy |
+30,261
| New | +$415K | ﹤0.01% | 2546 |
|