Newton One Investments’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 | $21.4K | Buy |
1,705
+7
| +0.4% | +$88 | 0.01% | 86 |
|
|
2025
Q1 | $23.9K | Buy |
1,698
+7
| +0.4% | +$99 | 0.01% | 79 |
|
|
2024
Q4 | $26.5K | Buy |
+1,691
| New | +$26.5K | 0.01% | 75 |
|
|
2024
Q3 | – | Sell |
-1,679
| Closed | -$27.9K | – | 101 |
|
|
2024
Q2 | $27.9K | Buy |
1,679
+5
| +0.3% | +$83 | 0.01% | 70 |
|
|
2024
Q1 | $30.9K | Buy |
1,674
+5
| +0.3% | +$92 | 0.01% | 71 |
|
|
2023
Q4 | $27.1K | Sell |
1,669
-338
| -17% | -$5.49K | 0.01% | 74 |
|
|
2023
Q3 | $27K | Buy |
2,007
+7
| +0.4% | +$94 | 0.02% | 76 |
|
|
2023
Q2 | $32.7K | Hold |
2,000
| – | – | 0.02% | 77 |
|
|
2023
Q1 | $32.9K | Hold |
2,000
| – | – | 0.02% | 75 |
|
|
2022
Q4 | $31.7K | Hold |
2,000
| – | – | 0.02% | 75 |
|
|
2022
Q3 | $30K | Hold |
2,000
| – | – | 0.02% | 73 |
|
|
2022
Q2 | $28K | Hold |
2,000
| – | – | 0.02% | 78 |
|
|
2022
Q1 | $30K | Buy |
+2,000
| New | +$30K | 0.02% | 80 |
|