Orion Portfolio Solutions’s Utz Brands UTZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.53M | Buy |
108,784
+26,975
| +33% | +$380K | 0.02% | 855 |
|
|
2024
Q4 | $1.28M | Sell |
81,809
-3,768
| -4% | -$59K | 0.01% | 911 |
|
|
2024
Q3 | $1.51M | Sell |
85,577
-4,893
| -5% | -$86.6K | 0.02% | 832 |
|
|
2024
Q2 | $1.51M | Sell |
90,470
-6,522
| -7% | -$109K | 0.02% | 779 |
|
|
2024
Q1 | $1.79M | Buy |
96,992
+38,047
| +65% | +$702K | 0.02% | 711 |
|
|
2023
Q4 | $1.03M | Sell |
58,945
-52,417
| -47% | -$912K | 0.01% | 928 |
|
|
2023
Q3 | $1.5M | Sell |
111,362
-9,126
| -8% | -$123K | 0.02% | 737 |
|
|
2023
Q2 | $1.97M | Sell |
120,488
-8,562
| -7% | -$140K | 0.02% | 662 |
|
|
2023
Q1 | $2.13M | Buy |
+129,050
| New | +$2.13M | 0.03% | 566 |
|