Simplex Trading’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 | – | Hold |
0
| – | – | – | 4145 |
|
|
2025
Q1 | – | Sell |
-3,165
| Closed | -$49K | – | 4097 |
|
|
2024
Q4 | $49K | Buy |
3,165
+780
| +33% | +$12.1K | ﹤0.01% | 1413 |
|
|
2024
Q3 | $42K | Buy |
+2,385
| New | +$42K | ﹤0.01% | 1324 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 4105 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 4097 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 4128 |
|
|
2023
Q3 | – | Sell |
-2,429
| Closed | -$39K | – | 4089 |
|
|
2023
Q2 | $39K | Sell |
2,429
-1,037
| -30% | -$16.7K | ﹤0.01% | 1339 |
|
|
2023
Q1 | $57K | Buy |
+3,466
| New | +$57K | ﹤0.01% | 1192 |
|
|
2022
Q4 | – | Sell |
-128
| Closed | -$1K | – | 4227 |
|
|
2022
Q3 | $1K | Buy |
+128
| New | +$1K | ﹤0.01% | 2526 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 4284 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 4319 |
|
|
2021
Q4 | – | Sell |
-19,411
| Closed | -$432K | – | 4329 |
|
|
2021
Q3 | $432K | Sell |
19,411
-224
| -1% | -$4.99K | ﹤0.01% | 912 |
|
|
2021
Q2 | $427K | Sell |
19,635
-3,483
| -15% | -$75.7K | ﹤0.01% | 936 |
|
|
2021
Q1 | $573K | Buy |
+23,118
| New | +$573K | ﹤0.01% | 615 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3436 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3272 |
|