Carson Wealth (CWM LLC)’s Unitil UTL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46K | Buy |
882
+277
| +46% | +$14.4K | ﹤0.01% | 3357 |
|
|
2025
Q1 | $35K | Sell |
605
-132
| -18% | -$7.64K | ﹤0.01% | 3266 |
|
|
2024
Q4 | $40K | Buy |
737
+186
| +34% | +$10.1K | ﹤0.01% | 2963 |
|
|
2024
Q3 | $33K | Buy |
551
+148
| +37% | +$8.86K | ﹤0.01% | 3035 |
|
|
2024
Q2 | $21K | Buy |
403
+386
| +2,271% | +$20.1K | ﹤0.01% | 3094 |
|
|
2024
Q1 | $1K | Sell |
17
-79
| -82% | -$4.65K | ﹤0.01% | 4226 |
|
|
2023
Q4 | $5K | Sell |
96
-423
| -82% | -$22K | ﹤0.01% | 3550 |
|
|
2023
Q3 | $22K | Sell |
519
-5
| -1% | -$212 | ﹤0.01% | 2636 |
|
|
2023
Q2 | $27K | Buy |
524
+504
| +2,520% | +$26K | ﹤0.01% | 2439 |
|
|
2023
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 3939 |
|
|
2022
Q4 | $1K | Sell |
20
-16
| -44% | -$800 | ﹤0.01% | 3854 |
|
|
2022
Q3 | $2K | Buy |
+36
| New | +$2K | ﹤0.01% | 3543 |
|
|
2022
Q2 | – | Sell |
-41
| Closed | -$2K | – | 4084 |
|
|
2022
Q1 | $2K | Sell |
41
-6
| -13% | -$293 | ﹤0.01% | 3228 |
|
|
2021
Q4 | $2K | Buy |
+47
| New | +$2K | ﹤0.01% | 3179 |
|
|
2021
Q2 | $2.1M | Hold |
39,702
| – | – | 0.02% | 412 |
|
|
2021
Q1 | $2.1M | Hold |
39,702
| – | – | 0.02% | 412 |
|
|
2020
Q4 | $2.1M | Hold |
39,702
| – | – | 0.02% | 412 |
|
|
2020
Q3 | $2.1M | Hold |
39,702
| – | – | 0.02% | 412 |
|
|
2020
Q2 | $2.1M | Hold |
39,702
| – | – | 0.02% | 412 |
|
|
2020
Q1 | $2.1M | Hold |
39,702
| – | – | 0.02% | 412 |
|
|
2019
Q4 | $2.1M | Hold |
39,702
| – | – | 0.02% | 412 |
|
|
2019
Q3 | $2.1M | Hold |
39,702
| – | – | 0.02% | 412 |
|
|
2019
Q2 | $2.1M | Hold |
39,702
| – | – | 0.02% | 412 |
|
|
2019
Q1 | $2.1M | Buy |
+39,702
| New | +$2.1M | 0.02% | 412 |
|