UBS AM’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 | $3.33M | Buy |
265,360
+69,347
| +35% | +$870K | ﹤0.01% | 1904 |
|
|
2025
Q1 | $2.76M | Buy |
196,013
+52,285
| +36% | +$736K | ﹤0.01% | 1846 |
|
|
2024
Q4 | $2.25M | Buy |
143,728
+6,268
| +5% | +$98.2K | ﹤0.01% | 1977 |
|
|
2024
Q3 | $2.43M | Sell |
137,460
-15,484
| -10% | -$274K | ﹤0.01% | 1943 |
|
|
2024
Q2 | $2.54M | Buy |
152,944
+42,815
| +39% | +$712K | ﹤0.01% | 1868 |
|
|
2024
Q1 | $2.03M | Hold |
110,129
| – | – | ﹤0.01% | 1690 |
|
|
2023
Q4 | $1.79M | Buy |
110,129
+11,707
| +12% | +$190K | ﹤0.01% | 1745 |
|
|
2023
Q3 | $1.32M | Buy |
98,422
+14,452
| +17% | +$194K | ﹤0.01% | 1809 |
|
|
2023
Q2 | $1.38M | Hold |
83,970
| – | – | ﹤0.01% | 1853 |
|
|
2023
Q1 | $1.38M | Buy |
83,970
+13,581
| +19% | +$224K | ﹤0.01% | 1853 |
|
|
2022
Q4 | $1.12M | Buy |
70,389
+16,878
| +32% | +$268K | ﹤0.01% | 1808 |
|
|
2022
Q3 | $808K | Sell |
53,511
-3,159
| -6% | -$47.7K | ﹤0.01% | 2096 |
|
|
2022
Q2 | $783K | Hold |
56,670
| – | – | ﹤0.01% | 2089 |
|
|
2022
Q1 | $838K | Buy |
56,670
+18,362
| +48% | +$271K | ﹤0.01% | 2231 |
|
|
2021
Q4 | $611K | Hold |
38,308
| – | – | ﹤0.01% | 2470 |
|
|
2021
Q3 | $656K | Hold |
38,308
| – | – | ﹤0.01% | 2375 |
|
|
2021
Q2 | $835K | Buy |
38,308
+10,308
| +37% | +$225K | ﹤0.01% | 2312 |
|
|
2021
Q1 | $694K | Buy |
+28,000
| New | +$694K | ﹤0.01% | 2262 |
|