NewEdge Advisors’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 | $25.1K | Buy |
+2,000
| New | +$25.1K | ﹤0.01% | 2871 |
|
|
2024
Q1 | – | Sell |
-389
| Closed | -$6.32K | – | 3974 |
|
|
2023
Q4 | $6.32K | Buy |
+389
| New | +$6.32K | ﹤0.01% | 3041 |
|
|
2023
Q3 | – | Sell |
-171
| Closed | -$2.8K | – | 3668 |
|
|
2023
Q2 | $2.8K | Sell |
171
-19,510
| -99% | -$319K | ﹤0.01% | 2998 |
|
|
2023
Q1 | $324K | Sell |
19,681
-24,498
| -55% | -$403K | ﹤0.01% | 1338 |
|
|
2022
Q4 | $693K | Buy |
44,179
+22,375
| +103% | +$351K | 0.02% | 651 |
|
|
2022
Q3 | $329K | Buy |
+21,804
| New | +$329K | 0.01% | 1162 |
|