Pathstone Holdings’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
$1.75M Buy
139,756
+1,911
+1% +$24K 0.01% 1077
2025
Q1
$1.94M Buy
137,845
+3,055
+2% +$43K 0.01% 1004
2024
Q4
$2.11M Buy
134,790
+71
+0.1% +$1.11K 0.01% 947
2024
Q3
$2.38M Sell
134,719
-562
-0.4% -$9.95K 0.01% 876
2024
Q2
$2.25M Buy
135,281
+313
+0.2% +$5.21K 0.01% 869
2024
Q1
$2.49M Sell
134,968
-1,335
-1% -$24.6K 0.01% 807
2023
Q4
$2.21M Buy
+136,303
New +$2.21M 0.01% 699