Morgan Stanley’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 | $10.6M | Buy |
848,234
+314,238
| +59% | +$3.94M | ﹤0.01% | 3378 |
|
|
2025
Q1 | $7.52M | Buy |
533,996
+104,495
| +24% | +$1.47M | ﹤0.01% | 3585 |
|
|
2024
Q4 | $6.73M | Sell |
429,501
-98,296
| -19% | -$1.54M | ﹤0.01% | 3735 |
|
|
2024
Q3 | $9.34M | Sell |
527,797
-168,684
| -24% | -$2.99M | ﹤0.01% | 3475 |
|
|
2024
Q2 | $11.6M | Buy |
696,481
+297,848
| +75% | +$4.96M | ﹤0.01% | 3202 |
|
|
2024
Q1 | $7.35M | Sell |
398,633
-747,839
| -65% | -$13.8M | ﹤0.01% | 3581 |
|
|
2023
Q4 | $18.6M | Buy |
1,146,472
+584,761
| +104% | +$9.5M | ﹤0.01% | 3413 |
|
|
2023
Q3 | $7.54M | Buy |
561,711
+185,723
| +49% | +$2.49M | ﹤0.01% | 3378 |
|
|
2023
Q2 | $6.15M | Sell |
375,988
-323,280
| -46% | -$5.29M | ﹤0.01% | 3608 |
|
|
2023
Q1 | $11.5M | Buy |
699,268
+304,168
| +77% | +$5.01M | ﹤0.01% | 3011 |
|
|
2022
Q4 | $6.27M | Sell |
395,100
-117,480
| -23% | -$1.86M | ﹤0.01% | 3541 |
|
|
2022
Q3 | $7.74M | Buy |
512,580
+74,794
| +17% | +$1.13M | ﹤0.01% | 3235 |
|
|
2022
Q2 | $6.05M | Buy |
437,786
+48,255
| +12% | +$667K | ﹤0.01% | 3585 |
|
|
2022
Q1 | $5.76M | Buy |
389,531
+135,270
| +53% | +$2M | ﹤0.01% | 3536 |
|
|
2021
Q4 | $4.06M | Sell |
254,261
-1,585,561
| -86% | -$25.3M | ﹤0.01% | 3938 |
|
|
2021
Q3 | $31.5M | Sell |
1,839,822
-1,380,654
| -43% | -$23.7M | ﹤0.01% | 1666 |
|
|
2021
Q2 | $70.2M | Sell |
3,220,476
-3,268,485
| -50% | -$71.2M | 0.01% | 1074 |
|
|
2021
Q1 | $161M | Buy |
6,488,961
+1,860,251
| +40% | +$46.1M | 0.02% | 560 |
|
|
2020
Q4 | $102M | Buy |
4,628,710
+1,272,085
| +38% | +$28.1M | 0.02% | 710 |
|
|
2020
Q3 | $60.1M | Sell |
3,356,625
-120,574
| -3% | -$2.16M | 0.01% | 819 |
|
|
2020
Q2 | $47.6M | Buy |
+3,477,199
| New | +$47.6M | 0.01% | 860 |
|