Carson Wealth (CWM LLC)’s Unitil UTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $90.5K | Buy |
1,732
+147
| +9% | +$7.53K | ﹤0.01% | 3356 |
|
|
2025
Q4 | $77K | Buy |
1,585
+799
| +102% | +$38.9K | ﹤0.01% | 3279 |
|
|
2025
Q3 | $38K | Sell |
786
-96
| -11% | -$4.69K | ﹤0.01% | 3742 |
|
|
2025
Q2 | $46K | Buy |
882
+277
| +46% | +$15.4K | ﹤0.01% | 3359 |
|
|
2025
Q1 | $35K | Sell |
605
-132
| -18% | -$7.26K | ﹤0.01% | 3269 |
|
|
2024
Q4 | $40K | Buy |
737
+186
| +34% | +$10.8K | ﹤0.01% | 2965 |
|
|
2024
Q3 | $33K | Buy |
551
+148
| +37% | +$8.64K | ﹤0.01% | 3037 |
|
|
2024
Q2 | $21K | Buy |
403
+386
| +2,271% | +$19.8K | ﹤0.01% | 3096 |
|
|
2024
Q1 | $1K | Sell |
17
-79
| -82% | -$3.98K | ﹤0.01% | 4231 |
|
|
2023
Q4 | $5K | Sell |
96
-423
| -82% | -$20.5K | ﹤0.01% | 3553 |
|
|
2023
Q3 | $22K | Sell |
519
-5
| -1% | -$245 | ﹤0.01% | 2637 |
|
|
2023
Q2 | $27K | Buy |
524
+504
| +2,520% | +$28K | ﹤0.01% | 2442 |
|
|
2023
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 3951 |
|
|
2022
Q4 | $1K | Sell |
20
-16
| -44% | -$814 | ﹤0.01% | 3868 |
|
|
2022
Q3 | $2K | Buy |
+36
| New | +$1.95K | ﹤0.01% | 3551 |
|
|
2022
Q2 | – | Sell |
-41
| Closed | -$2K | – | 4110 |
|
|
2022
Q1 | $2K | Sell |
41
-6
| -13% | -$293 | ﹤0.01% | 3244 |
|
|
2021
Q4 | $2K | Buy |
+47
| New | +$2.04K | ﹤0.01% | 3195 |
|
|
2021
Q2 | $2.1M | Hold |
39,702
| – | – | 0.02% | 413 |
|
|
2021
Q1 | $2.1M | Hold |
39,702
| – | – | 0.02% | 413 |
|
|
2020
Q4 | $2.1M | Hold |
39,702
| – | – | 0.02% | 413 |
|
|
2020
Q3 | $2.1M | Hold |
39,702
| – | – | 0.02% | 413 |
|
|
2020
Q2 | $2.1M | Hold |
39,702
| – | – | 0.02% | 413 |
|
|
2020
Q1 | $2.1M | Hold |
39,702
| – | – | 0.02% | 413 |
|
|
2019
Q4 | $2.1M | Hold |
39,702
| – | – | 0.02% | 413 |
|
|
2019
Q3 | $2.1M | Hold |
39,702
| – | – | 0.02% | 413 |
|
|
2019
Q2 | $2.1M | Hold |
39,702
| – | – | 0.02% | 413 |
|
|
2019
Q1 | $2.1M | Buy |
+39,702
| New | +$2.07M | 0.02% | 413 |
|
Other funds holding UTL
VCM
FCM
VPM
