Spire Wealth Management’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 | $5.02K | Sell |
400
-19
| -5% | -$238 | ﹤0.01% | 1944 |
|
|
2025
Q1 | $5.9K | Sell |
419
-67
| -14% | -$943 | ﹤0.01% | 2012 |
|
|
2024
Q4 | $7.61K | Hold |
486
| – | – | ﹤0.01% | 1917 |
|
|
2024
Q3 | $8.6K | Sell |
486
-114
| -19% | -$2.02K | ﹤0.01% | 1678 |
|
|
2024
Q2 | $9.98K | Sell |
600
-30
| -5% | -$499 | ﹤0.01% | 1633 |
|
|
2024
Q1 | $11.6K | Hold |
630
| – | – | ﹤0.01% | 1671 |
|
|
2023
Q4 | $10.2K | Hold |
630
| – | – | ﹤0.01% | 1755 |
|
|
2023
Q3 | $8.46K | Hold |
630
| – | – | ﹤0.01% | 1779 |
|
|
2023
Q2 | $10.3K | Hold |
630
| – | – | ﹤0.01% | 1806 |
|
|
2023
Q1 | $10.4K | Hold |
630
| – | – | ﹤0.01% | 1830 |
|
|
2022
Q4 | $10K | Hold |
630
| – | – | ﹤0.01% | 1628 |
|
|
2022
Q3 | $10K | Sell |
630
-5
| -0.8% | -$79 | ﹤0.01% | 1577 |
|
|
2022
Q2 | $9K | Sell |
635
-30
| -5% | -$425 | ﹤0.01% | 1968 |
|
|
2022
Q1 | $10K | Buy |
665
+15
| +2% | +$226 | ﹤0.01% | 2045 |
|
|
2021
Q4 | $10K | Buy |
+650
| New | +$10K | ﹤0.01% | 2395 |
|