Meritage Portfolio Management’s Unitil UTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340K | Buy |
6,514
+262
| +4% | +$13.7K | 0.02% | 275 |
|
|
2025
Q1 | $361K | Sell |
6,252
-263
| -4% | -$15.2K | 0.02% | 269 |
|
|
2024
Q4 | $353K | Buy |
6,515
+715
| +12% | +$38.7K | 0.02% | 277 |
|
|
2024
Q3 | $351K | Buy |
5,800
+482
| +9% | +$29.2K | 0.02% | 288 |
|
|
2024
Q2 | $275K | Sell |
5,318
-2
| -0% | -$103 | 0.02% | 302 |
|
|
2024
Q1 | $279K | Sell |
5,320
-312
| -6% | -$16.4K | 0.02% | 301 |
|
|
2023
Q4 | $296K | Buy |
5,632
+119
| +2% | +$6.25K | 0.02% | 297 |
|
|
2023
Q3 | $235K | Sell |
5,513
-185
| -3% | -$7.89K | 0.02% | 306 |
|
|
2023
Q2 | $289K | Buy |
5,698
+927
| +19% | +$47K | 0.02% | 298 |
|
|
2023
Q1 | $272K | Sell |
4,771
-164
| -3% | -$9.35K | 0.02% | 270 |
|
|
2022
Q4 | $253K | Buy |
4,935
+390
| +9% | +$20K | 0.02% | 276 |
|
|
2022
Q3 | $211K | Buy |
+4,545
| New | +$211K | 0.02% | 281 |
|