Pathstone Family Office’s Utz Brands UTZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	$4.04M	Buy	300,466 +888	+0.3%	+$11.9K	0.03%	315
2023 Q2	$4.9M	Hold	299,578	–	–	0.07%	170
2023 Q1	$4.93M	Sell	299,578 -298,816	-50%	-$4.92M	0.08%	152
2022 Q4	$545K	Buy	598,394 +5,060	+0.9%	+$4.61K	﹤0.01%	1054
2022 Q3	$8.96M	Buy	+593,334	New	+$8.96M	0.08%	144