Cerity Partners’s Unitil UTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $398K | Sell |
7,623
-20
| -0.3% | -$1.04K | ﹤0.01% | 1998 |
|
|
2025
Q1 | $441K | Sell |
7,643
-117
| -2% | -$6.75K | ﹤0.01% | 1836 |
|
|
2024
Q4 | $427K | Sell |
7,760
-1,394
| -15% | -$76.7K | ﹤0.01% | 1854 |
|
|
2024
Q3 | $555K | Buy |
9,154
+920
| +11% | +$55.7K | ﹤0.01% | 1723 |
|
|
2024
Q2 | $426K | Sell |
8,234
-370
| -4% | -$19.2K | ﹤0.01% | 1616 |
|
|
2024
Q1 | $450K | Buy |
8,604
+1,011
| +13% | +$52.9K | ﹤0.01% | 1649 |
|
|
2023
Q4 | $399K | Buy |
7,593
+465
| +7% | +$24.5K | ﹤0.01% | 1361 |
|
|
2023
Q3 | $304K | Sell |
7,128
-350
| -5% | -$14.9K | ﹤0.01% | 1143 |
|
|
2023
Q2 | $379K | Buy |
7,478
+563
| +8% | +$28.5K | ﹤0.01% | 1297 |
|
|
2023
Q1 | $404K | Buy |
6,915
+84
| +1% | +$4.91K | ﹤0.01% | 1400 |
|
|
2022
Q4 | $351K | Buy |
6,831
+45
| +0.7% | +$2.31K | ﹤0.01% | 1090 |
|
|
2022
Q3 | $315K | Buy |
6,786
+8
| +0.1% | +$371 | ﹤0.01% | 867 |
|
|
2022
Q2 | $398K | Buy |
+6,778
| New | +$398K | ﹤0.01% | 816 |
|
|
2019
Q1 | – | Sell |
-9,752
| Closed | -$494K | – | 578 |
|
|
2018
Q4 | $494K | Sell |
9,752
-125
| -1% | -$6.33K | 0.03% | 319 |
|
|
2018
Q3 | $503K | Buy |
9,877
+1,278
| +15% | +$65.1K | 0.03% | 329 |
|
|
2018
Q2 | $439K | Sell |
8,599
-858
| -9% | -$43.8K | 0.03% | 354 |
|
|
2018
Q1 | $439K | Buy |
+9,457
| New | +$439K | 0.03% | 359 |
|