Envestnet Asset Management’s Unitil UTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $592K | Buy |
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|
2025
Q1 | $641K | Buy |
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|
2024
Q4 | $582K | Buy |
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|
2024
Q3 | $644K | Buy |
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|
2024
Q2 | $501K | Sell |
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|
2024
Q1 | $519K | Buy |
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|
2023
Q4 | $514K | Buy |
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|
2023
Q3 | $393K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $356K | Sell |
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|
2022
Q1 | $672K | Sell |
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|
2021
Q4 | $708K | Sell |
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|
2021
Q3 | $744K | Hold |
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|
2021
Q2 | $921K | Buy |
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|
2021
Q1 | $757K | Buy |
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|
2020
Q4 | $702K | Sell |
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|
2020
Q3 | $782K | Buy |
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|
2020
Q2 | $767K | Sell |
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|
2020
Q1 | $923K | Sell |
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|
2019
Q4 | $1.1M | Buy |
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|
2019
Q3 | $991K | Buy |
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|
2019
Q2 | $934K | Buy |
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|
2019
Q1 | $766K | Buy |
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|
2018
Q4 | $631K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $54K | Buy |
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|
2018
Q1 | $3K | Hold |
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|
2017
Q4 | $3K | Sell |
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|
2017
Q3 | $5K | Buy |
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|
2017
Q2 | $3K | Sell |
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|
2017
Q1 | $53K | Sell |
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|
2016
Q4 | $57K | Sell |
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|
2016
Q3 | $62K | Sell |
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|
2016
Q2 | $71K | Buy |
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|
2016
Q1 | $64K | Buy |
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|
2015
Q4 | $42K | Sell |
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|
2015
Q3 | $43K | Buy |
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