Luther King Capital Management (LKCM)’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 | $3.62M | Hold |
288,214
| – | – | 0.02% | 280 |
|
2025
Q1 | $4.06M | Buy |
288,214
+15,508
| +6% | +$218K | 0.02% | 251 |
|
2024
Q4 | $4.27M | Buy |
272,706
+29,560
| +12% | +$463K | 0.02% | 253 |
|
2024
Q3 | $4.3M | Buy |
243,146
+72,756
| +43% | +$1.29M | 0.02% | 244 |
|
2024
Q2 | $2.84M | Buy |
170,390
+7,877
| +5% | +$131K | 0.01% | 280 |
|
2024
Q1 | $3M | Hold |
162,513
| – | – | 0.01% | 280 |
|
2023
Q4 | $2.64M | Buy |
162,513
+103,448
| +175% | +$1.68M | 0.01% | 289 |
|
2023
Q3 | $793K | Sell |
59,065
-42,030
| -42% | -$564K | ﹤0.01% | 406 |
|
2023
Q2 | $1.65M | Sell |
101,095
-144,316
| -59% | -$2.36M | 0.01% | 348 |
|
2023
Q1 | $4.04M | Sell |
245,411
-18,230
| -7% | -$300K | 0.02% | 222 |
|
2022
Q4 | $4.18M | Sell |
263,641
-60,631
| -19% | -$962K | 0.02% | 204 |
|
2022
Q3 | $4.9M | Buy |
324,272
+66,123
| +26% | +$999K | 0.03% | 179 |
|
2022
Q2 | $3.57M | Buy |
258,149
+48,479
| +23% | +$670K | 0.02% | 216 |
|
2022
Q1 | $3.1M | Buy |
209,670
+103,915
| +98% | +$1.54M | 0.02% | 258 |
|
2021
Q4 | $1.69M | Sell |
105,755
-10,295
| -9% | -$164K | 0.01% | 334 |
|
2021
Q3 | $1.99M | Buy |
+116,050
| New | +$1.99M | 0.01% | 306 |
|