Raymond James & Associates’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 |
-15,966
| Closed | -$266K | – | 4042 |
|
|
2024
Q2 | $266K | Sell |
15,966
-1,549
| -9% | -$25.8K | ﹤0.01% | 3408 |
|
|
2024
Q1 | $323K | Sell |
17,515
-863
| -5% | -$15.9K | ﹤0.01% | 3310 |
|
|
2023
Q4 | $298K | Buy |
18,378
+543
| +3% | +$8.82K | ﹤0.01% | 3254 |
|
|
2023
Q3 | $240K | Buy |
17,835
+3,833
| +27% | +$51.5K | ﹤0.01% | 3336 |
|
|
2023
Q2 | $229K | Buy |
14,002
+549
| +4% | +$8.98K | ﹤0.01% | 3377 |
|
|
2023
Q1 | $222K | Sell |
13,453
-289
| -2% | -$4.76K | ﹤0.01% | 3407 |
|
|
2022
Q4 | $218K | Buy |
13,742
+189
| +1% | +$3K | ﹤0.01% | 3382 |
|
|
2022
Q3 | $205K | Buy |
13,553
+1,510
| +13% | +$22.8K | ﹤0.01% | 3410 |
|
|
2022
Q2 | $166K | Buy |
+12,043
| New | +$166K | ﹤0.01% | 3543 |
|