Oppenheimer Asset Management’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 | $462K | Buy |
36,797
+7,041
| +24% | +$88.4K | 0.01% | 898 |
|
|
2025
Q1 | $419K | Sell |
29,756
-1,368
| -4% | -$19.3K | 0.01% | 890 |
|
|
2024
Q4 | $487K | Sell |
31,124
-1,480
| -5% | -$23.2K | 0.01% | 867 |
|
|
2024
Q3 | $577K | Sell |
32,604
-5,698
| -15% | -$101K | 0.01% | 844 |
|
|
2024
Q2 | $637K | Sell |
38,302
-868
| -2% | -$14.4K | 0.01% | 808 |
|
|
2024
Q1 | $722K | Sell |
39,170
-5,585
| -12% | -$103K | 0.01% | 760 |
|
|
2023
Q4 | $727K | Sell |
44,755
-4,625
| -9% | -$75.1K | 0.01% | 778 |
|
|
2023
Q3 | $663K | Sell |
49,380
-87
| -0.2% | -$1.17K | 0.01% | 785 |
|
|
2023
Q2 | $809K | Buy |
49,467
+3,585
| +8% | +$58.7K | 0.01% | 749 |
|
|
2023
Q1 | $756K | Buy |
45,882
+12,129
| +36% | +$200K | 0.01% | 753 |
|
|
2022
Q4 | $535K | Buy |
33,753
+516
| +2% | +$8.18K | 0.01% | 837 |
|
|
2022
Q3 | $502K | Sell |
33,237
-952
| -3% | -$14.4K | 0.01% | 830 |
|
|
2022
Q2 | $472K | Buy |
34,189
+830
| +2% | +$11.5K | 0.01% | 873 |
|
|
2022
Q1 | $493K | Buy |
33,359
+15,601
| +88% | +$231K | 0.01% | 918 |
|
|
2021
Q4 | $283K | Buy |
+17,758
| New | +$283K | ﹤0.01% | 1087 |
|