Annex Advisory Services’s Unitil UTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.19M | Sell |
41,997
-5,114
| -11% | -$267K | 0.05% | 126 |
|
|
2025
Q1 | $2.72M | Buy |
47,111
+25,623
| +119% | +$1.48M | 0.08% | 110 |
|
|
2024
Q4 | $1.16M | Buy |
21,488
+5,770
| +37% | +$313K | 0.04% | 149 |
|
|
2024
Q3 | $952K | Sell |
15,718
-5,303
| -25% | -$321K | 0.03% | 149 |
|
|
2024
Q2 | $1.09M | Buy |
21,021
+2,641
| +14% | +$137K | 0.04% | 131 |
|
|
2024
Q1 | $962K | Buy |
18,380
+1,315
| +8% | +$68.8K | 0.03% | 130 |
|
|
2023
Q4 | $897K | Buy |
17,065
+10,485
| +159% | +$551K | 0.04% | 130 |
|
|
2023
Q3 | $281K | Sell |
6,580
-3,503
| -35% | -$150K | 0.02% | 205 |
|
|
2023
Q2 | $511K | Buy |
10,083
+2,570
| +34% | +$130K | 0.03% | 143 |
|
|
2023
Q1 | $429K | Buy |
7,513
+1,055
| +16% | +$60.2K | 0.02% | 152 |
|
|
2022
Q4 | $332K | Buy |
6,458
+2,056
| +47% | +$106K | 0.02% | 180 |
|
|
2022
Q3 | $204K | Sell |
4,402
-544
| -11% | -$25.2K | 0.01% | 218 |
|
|
2022
Q2 | $290K | Buy |
+4,946
| New | +$290K | 0.02% | 193 |
|