Creative Planning’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 | $453K | Buy |
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|
2025
Q2 | $472K | Buy |
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|
2025
Q1 | $383K | Sell |
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|
2024
Q4 | $362K | Sell |
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|
2024
Q3 | $433K | Buy |
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|
2024
Q2 | $350K | Buy |
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|
2024
Q1 | $342K | Sell |
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|
2023
Q4 | $349K | Buy |
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|
2023
Q3 | $261K | Sell |
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|
2023
Q2 | $320K | Buy |
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|
2023
Q1 | $351K | Buy |
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|
2022
Q4 | $311K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $22K | Buy |
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|
2017
Q1 | $0 | Sell |
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|
2016
Q4 | $9K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $13K | Hold |
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|
2015
Q3 | $13K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $13K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $58K | Buy |
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