Verdence Capital Advisors’s Utz Brands UTZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-18,506
| Closed | -$308K | – | 661 |
|
|
2024
Q2 | $308K | Sell |
18,506
-4,240
| -19% | -$70.6K | 0.03% | 459 |
|
|
2024
Q1 | $419K | Buy |
22,746
+7,091
| +45% | +$131K | 0.04% | 377 |
|
|
2023
Q4 | $254K | Sell |
15,655
-5,765
| -27% | -$93.6K | 0.02% | 505 |
|
|
2023
Q3 | $288K | Buy |
21,420
+10,278
| +92% | +$138K | 0.03% | 447 |
|
|
2023
Q2 | $182K | Sell |
11,142
-1,264
| -10% | -$20.7K | 0.02% | 513 |
|
|
2023
Q1 | $204K | Sell |
12,406
-2,059
| -14% | -$33.9K | 0.02% | 511 |
|
|
2022
Q4 | $229K | Sell |
14,465
-33
| -0.2% | -$523 | 0.03% | 445 |
|
|
2022
Q3 | $219K | Buy |
14,498
+8
| +0.1% | +$121 | 0.03% | 469 |
|
|
2022
Q2 | $200K | Buy |
+14,490
| New | +$200K | 0.03% | 489 |
|