Cerity Partners’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
$356K Sell
2025
Q2
$398K Sell
2025
Q1
$441K Sell
2024
Q4
$427K Sell
2024
Q3
$555K Buy
2024
Q2
$426K Sell
2024
Q1
$450K Buy
2023
Q4
$399K Buy
2023
Q3
$304K Sell
2023
Q2
$379K Buy
2023
Q1
$404K Buy
2022
Q4
$351K Buy
2022
Q3
$315K Buy
2022
Q2
$398K Buy
2019
Q1
Sell
2018
Q4
$494K Sell
2018
Q3
$503K Buy
2018
Q2
$439K Sell
2018
Q1
$439K Buy