Steward Partners Investment Advisory’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 | $2.74K | Sell |
218
-21
| -9% | -$264 | ﹤0.01% | 3666 |
|
|
2025
Q1 | $3.37K | Sell |
239
-459
| -66% | -$6.46K | ﹤0.01% | 3503 |
|
|
2024
Q4 | $10.9K | Buy |
698
+198
| +40% | +$3.1K | ﹤0.01% | 3061 |
|
|
2024
Q3 | $8.85K | Hold |
500
| – | – | ﹤0.01% | 2991 |
|
|
2024
Q2 | $8.32K | Sell |
500
-300
| -38% | -$4.99K | ﹤0.01% | 2882 |
|
|
2024
Q1 | $14.8K | Sell |
800
-400
| -33% | -$7.38K | ﹤0.01% | 2647 |
|
|
2023
Q4 | $19.5K | Buy |
1,200
+400
| +50% | +$6.5K | ﹤0.01% | 2417 |
|
|
2023
Q3 | $10.7K | Hold |
800
| – | – | ﹤0.01% | 2572 |
|
|
2023
Q2 | $13.1K | Sell |
800
-1,000
| -56% | -$16.4K | ﹤0.01% | 2478 |
|
|
2023
Q1 | $29.6K | Hold |
1,800
| – | – | ﹤0.01% | 2084 |
|
|
2022
Q4 | $28.5K | Hold |
1,800
| – | – | ﹤0.01% | 2074 |
|
|
2022
Q3 | $27K | Hold |
1,800
| – | – | ﹤0.01% | 2079 |
|
|
2022
Q2 | $25K | Hold |
1,800
| – | – | ﹤0.01% | 2133 |
|
|
2022
Q1 | $27K | Sell |
1,800
-1,000
| -36% | -$15K | ﹤0.01% | 2230 |
|
|
2021
Q4 | $45K | Sell |
2,800
-2,400
| -46% | -$38.6K | ﹤0.01% | 1975 |
|
|
2021
Q3 | $89K | Hold |
5,200
| – | – | ﹤0.01% | 1608 |
|
|
2021
Q2 | $113K | Sell |
5,200
-7,000
| -57% | -$152K | ﹤0.01% | 2060 |
|
|
2021
Q1 | $302K | Buy |
12,200
+10,700
| +713% | +$265K | 0.01% | 1090 |
|
|
2020
Q4 | $33K | Buy |
1,500
+800
| +114% | +$17.6K | ﹤0.01% | 1866 |
|
|
2020
Q3 | $13K | Buy |
+700
| New | +$13K | ﹤0.01% | 2053 |
|