Steward Partners Investment Advisory’s Utz Brands UTZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $36K | Buy |
|
|||||
|
2025
Q2 | $2.74K | Sell |
|
|||||
|
2025
Q1 | $3.37K | Sell |
|
|||||
|
2024
Q4 | $10.9K | Buy |
|
|||||
|
2024
Q3 | $8.85K | Hold |
|
|||||
|
2024
Q2 | $8.32K | Sell |
|
|||||
|
2024
Q1 | $14.8K | Sell |
|
|||||
|
2023
Q4 | $19.5K | Buy |
|
|||||
|
2023
Q3 | $10.7K | Hold |
|
|||||
|
2023
Q2 | $13.1K | Sell |
|
|||||
|
2023
Q1 | $29.6K | Hold |
|
|||||
|
2022
Q4 | $28.5K | Hold |
|
|||||
|
2022
Q3 | $27K | Hold |
|
|||||
|
2022
Q2 | $25K | Hold |
|
|||||
|
2022
Q1 | $27K | Sell |
|
|||||
|
2021
Q4 | $45K | Sell |
|
|||||
|
2021
Q3 | $89K | Hold |
|
|||||
|
2021
Q2 | $113K | Sell |
|
|||||
|
2021
Q1 | $302K | Buy |
|
|||||
|
2020
Q4 | $33K | Buy |
|
|||||
|
2020
Q3 | $13K | Buy |
|