Simon Quick Advisors’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 | $192K | Sell |
15,267
-700
| -4% | -$8.79K | 0.01% | 755 |
|
|
2025
Q1 | $225K | Buy |
15,967
+1,411
| +10% | +$19.9K | 0.01% | 525 |
|
|
2024
Q4 | $228K | Sell |
14,556
-461
| -3% | -$7.22K | 0.01% | 414 |
|
|
2024
Q3 | $266K | Buy |
15,017
+176
| +1% | +$3.12K | 0.02% | 347 |
|
|
2024
Q2 | $247K | Buy |
14,841
+7
| +0% | +$116 | 0.02% | 319 |
|
|
2024
Q1 | $274K | Hold |
14,834
| – | – | 0.02% | 321 |
|
|
2023
Q4 | $241K | Sell |
14,834
-706
| -5% | -$11.5K | 0.02% | 277 |
|
|
2023
Q3 | $209K | Buy |
+15,540
| New | +$209K | 0.02% | 305 |
|