Nisa Investment 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 | $1.81K | Sell |
143
-89
| -38% | -$1.12K | ﹤0.01% | 2625 |
|
2025
Q1 | $3.27K | Buy |
232
+19
| +9% | +$268 | ﹤0.01% | 2349 |
|
2024
Q4 | $3.35K | Buy |
213
+157
| +280% | +$2.47K | ﹤0.01% | 2361 |
|
2024
Q3 | $995 | Sell |
56
-77
| -58% | -$1.37K | ﹤0.01% | 2578 |
|
2024
Q2 | $2.23K | Sell |
133
-4
| -3% | -$67 | ﹤0.01% | 2367 |
|
2024
Q1 | $2.53K | Buy |
+137
| New | +$2.53K | ﹤0.01% | 2197 |
|
2023
Q4 | – | Sell |
-1,270
| Closed | -$17.1K | – | 2750 |
|
2023
Q3 | $17.1K | Sell |
1,270
-14
| -1% | -$188 | ﹤0.01% | 2065 |
|
2023
Q2 | $21K | Buy |
1,284
+1,230
| +2,278% | +$20.1K | ﹤0.01% | 2084 |
|
2023
Q1 | $1K | Hold |
54
| – | – | ﹤0.01% | 2474 |
|
2022
Q4 | $1K | Hold |
54
| – | – | ﹤0.01% | 2524 |
|
2022
Q3 | $1K | Buy |
+54
| New | +$1K | ﹤0.01% | 2526 |
|
2022
Q2 | – | Sell |
-2,240
| Closed | -$33K | – | 2514 |
|
2022
Q1 | $33K | Buy |
2,240
+300
| +15% | +$4.42K | ﹤0.01% | 1946 |
|
2021
Q4 | $31K | Buy |
+1,940
| New | +$31K | ﹤0.01% | 1847 |
|