Personal CFO 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
Q2 | $223K | Sell |
17,796
-445
| -2% | -$5.59K | 0.04% | 434 |
|
|
2025
Q1 | $257K | Sell |
18,241
-1,223
| -6% | -$17.2K | 0.05% | 357 |
|
|
2024
Q4 | $305K | Sell |
19,464
-978
| -5% | -$15.3K | 0.06% | 319 |
|
|
2024
Q3 | $362K | Buy |
20,442
+384
| +2% | +$6.8K | 0.05% | 346 |
|
|
2024
Q2 | $334K | Sell |
20,058
-653
| -3% | -$10.9K | 0.05% | 353 |
|
|
2024
Q1 | $382K | Buy |
20,711
+139
| +0.7% | +$2.56K | 0.06% | 327 |
|
|
2023
Q4 | $334K | Buy |
20,572
+1,664
| +9% | +$27K | 0.06% | 343 |
|
|
2023
Q3 | $254K | Buy |
18,908
+1,187
| +7% | +$15.9K | 0.05% | 366 |
|
|
2023
Q2 | $290K | Buy |
17,721
+13
| +0.1% | +$213 | 0.06% | 339 |
|
|
2023
Q1 | $292K | Sell |
17,708
-1,577
| -8% | -$26K | 0.06% | 321 |
|
|
2022
Q4 | $306K | Buy |
19,285
+1,144
| +6% | +$18.1K | 0.06% | 289 |
|
|
2022
Q3 | $274K | Buy |
18,141
+3,427
| +23% | +$51.8K | 0.07% | 270 |
|
|
2022
Q2 | $203K | Buy |
+14,714
| New | +$203K | 0.05% | 397 |
|