Annex Advisory Services’s Unitil UTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.72M | Sell |
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|
2025
Q2 | $2.19M | Sell |
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|
2025
Q1 | $2.72M | Buy |
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|
2024
Q4 | $1.16M | Buy |
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|
2024
Q3 | $952K | Sell |
|
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|
2024
Q2 | $1.09M | Buy |
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|
2024
Q1 | $962K | Buy |
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|
2023
Q4 | $897K | Buy |
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|
2023
Q3 | $281K | Sell |
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|
2023
Q2 | $511K | Buy |
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|
2023
Q1 | $429K | Buy |
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|
2022
Q4 | $332K | Buy |
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|
2022
Q3 | $204K | Sell |
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|
2022
Q2 | $290K | Buy |
|