Principal Securities’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 | $11.1K | Buy |
888
+115
| +15% | +$1.44K | ﹤0.01% | 2580 |
|
|
2025
Q1 | $12.1K | Hold |
773
| – | – | ﹤0.01% | 2441 |
|
|
2024
Q4 | $12.1K | Buy |
773
+96
| +14% | +$1.5K | ﹤0.01% | 2437 |
|
|
2024
Q3 | $12K | Buy |
677
+53
| +8% | +$938 | ﹤0.01% | 2354 |
|
|
2024
Q2 | $10.4K | Buy |
624
+195
| +45% | +$3.25K | ﹤0.01% | 2371 |
|
|
2024
Q1 | $7.91K | Sell |
429
-138
| -24% | -$2.55K | ﹤0.01% | 2444 |
|
|
2023
Q4 | $9.21K | Buy |
+567
| New | +$9.21K | ﹤0.01% | 2288 |
|