Wells Fargo’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 | $3.25M | Buy |
259,034
+12,383
| +5% | +$155K | ﹤0.01% | 2538 |
|
|
2025
Q1 | $3.47M | Buy |
246,651
+94,031
| +62% | +$1.32M | ﹤0.01% | 2393 |
|
|
2024
Q4 | $2.39M | Buy |
152,620
+20,164
| +15% | +$316K | ﹤0.01% | 2689 |
|
|
2024
Q3 | $2.34M | Buy |
132,456
+24,102
| +22% | +$427K | ﹤0.01% | 2648 |
|
|
2024
Q2 | $1.8M | Buy |
108,354
+9,902
| +10% | +$165K | ﹤0.01% | 2787 |
|
|
2024
Q1 | $1.82M | Buy |
98,452
+14,428
| +17% | +$266K | ﹤0.01% | 2757 |
|
|
2023
Q4 | $1.36M | Buy |
84,024
+777
| +0.9% | +$12.6K | ﹤0.01% | 2906 |
|
|
2023
Q3 | $1.12M | Sell |
83,247
-12,279
| -13% | -$165K | ﹤0.01% | 3015 |
|
|
2023
Q2 | $1.56M | Buy |
95,526
+6,950
| +8% | +$114K | ﹤0.01% | 2941 |
|
|
2023
Q1 | $1.46M | Buy |
88,576
+15,553
| +21% | +$256K | ﹤0.01% | 2929 |
|
|
2022
Q4 | $1.16M | Sell |
73,023
-30,804
| -30% | -$489K | ﹤0.01% | 2977 |
|
|
2022
Q3 | $1.57M | Sell |
103,827
-9,178
| -8% | -$139K | ﹤0.01% | 2749 |
|
|
2022
Q2 | $1.56M | Sell |
113,005
-95,910
| -46% | -$1.32M | ﹤0.01% | 2815 |
|
|
2022
Q1 | $3.09M | Sell |
208,915
-8,967
| -4% | -$132K | ﹤0.01% | 2731 |
|
|
2021
Q4 | $3.48M | Sell |
217,882
-1,849,694
| -89% | -$29.5M | ﹤0.01% | 2767 |
|
|
2021
Q3 | $35.4M | Buy |
2,067,576
+649,868
| +46% | +$11.1M | 0.01% | 1244 |
|
|
2021
Q2 | $30.9M | Sell |
1,417,708
-176,608
| -11% | -$3.85M | 0.01% | 1354 |
|
|
2021
Q1 | $39.5M | Sell |
1,594,316
-69,824
| -4% | -$1.73M | 0.01% | 1152 |
|
|
2020
Q4 | $36.7M | Buy |
1,664,140
+579,581
| +53% | +$12.8M | 0.01% | 1157 |
|
|
2020
Q3 | $19.4M | Buy |
1,084,559
+273,250
| +34% | +$4.89M | 0.01% | 1423 |
|
|
2020
Q2 | $11.1M | Buy |
+811,309
| New | +$11.1M | ﹤0.01% | 1760 |
|