VWM
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Venturi Wealth Management’s Utz Brands UTZ Stock Holding History

Venturi Wealth Management’s Portfolio UTZ Stock Details UTZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,450
Closed -$54K – 1774
2024
Q4 		$54K Buy
+3,450
New +$54K ﹤0.01% 994