Principal Financial Group’s Utz Brands UTZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-54,939
| Closed | -$914K | – | 2410 |
|
|
2024
Q2 | $914K | Buy |
+54,939
| New | +$914K | ﹤0.01% | 1870 |
|
|
2022
Q2 | – | Sell |
-10,808
| Closed | -$160K | – | 2647 |
|
|
2022
Q1 | $160K | Buy |
10,808
+769
| +8% | +$11.4K | ﹤0.01% | 2374 |
|
|
2021
Q4 | $160K | Sell |
10,039
-1,966
| -16% | -$31.3K | ﹤0.01% | 2397 |
|
|
2021
Q3 | $206K | Buy |
12,005
+2,577
| +27% | +$44.2K | ﹤0.01% | 2425 |
|
|
2021
Q2 | $205K | Buy |
+9,428
| New | +$205K | ﹤0.01% | 2475 |
|