Nisa Investment Advisors’s Unitil UTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $36.4K | Buy |
697
+141
| +25% | +$7.22K | ﹤0.01% | 1803 |
|
|
2025
Q4 | $26.9K | Buy |
556
+23
| +4% | +$1.12K | ﹤0.01% | 1830 |
|
|
2025
Q3 | $25.5K | Sell |
533
-226
| -30% | -$11K | ﹤0.01% | 1889 |
|
|
2025
Q2 | $39.6K | Buy |
759
+176
| +30% | +$9.76K | ﹤0.01% | 1657 |
|
|
2025
Q1 | $33.6K | Sell |
583
-756
| -56% | -$41.6K | ﹤0.01% | 1710 |
|
|
2024
Q4 | $72.6K | Hold |
1,339
| – | – | ﹤0.01% | 1567 |
|
|
2024
Q3 | $81.1K | Hold |
1,339
| – | – | ﹤0.01% | 1506 |
|
|
2024
Q2 | $69.3K | Buy |
1,339
+7
| +0.5% | +$360 | ﹤0.01% | 1567 |
|
|
2024
Q1 | $69.7K | Sell |
1,332
-378
| -22% | -$19K | ﹤0.01% | 1571 |
|
|
2023
Q4 | $89.9K | Sell |
1,710
-550
| -24% | -$26.6K | ﹤0.01% | 1465 |
|
|
2023
Q3 | $96.5K | Sell |
2,260
-330
| -13% | -$16.2K | ﹤0.01% | 1512 |
|
|
2023
Q2 | $131K | Sell |
2,590
-1,975
| -43% | -$110K | ﹤0.01% | 1441 |
|
|
2023
Q1 | $260K | Sell |
4,565
-435
| -9% | -$23.2K | ﹤0.01% | 1242 |
|
|
2022
Q4 | $257K | Hold |
5,000
| – | – | ﹤0.01% | 1299 |
|
|
2022
Q3 | $246K | Buy |
5,000
+850
| +20% | +$46K | ﹤0.01% | 1224 |
|
|
2022
Q2 | $244K | Buy |
4,150
+1,550
| +60% | +$83.7K | ﹤0.01% | 1249 |
|
|
2022
Q1 | $130K | Hold |
2,600
| – | – | ﹤0.01% | 1535 |
|
|
2021
Q4 | $122K | Hold |
2,600
| – | – | ﹤0.01% | 1445 |
|
|
2021
Q3 | $111 | Sell |
2,600
-1,500
| -37% | -$74.9K | ﹤0.01% | 1657 |
|
|
2021
Q2 | $217 | Sell |
4,100
-7,000
| -63% | -$377K | ﹤0.01% | 1376 |
|
|
2021
Q1 | $507 | Sell |
11,100
-900
| -8% | -$39.3K | ﹤0.01% | 1168 |
|
|
2020
Q4 | $531K | Sell |
12,000
-1,100
| -8% | -$43.9K | ﹤0.01% | 1141 |
|
|
2020
Q3 | $506K | Buy |
13,100
+1,500
| +13% | +$62.9K | ﹤0.01% | 1045 |
|
|
2020
Q2 | $520K | Hold |
11,600
| – | – | ﹤0.01% | 1008 |
|
|
2020
Q1 | $607K | Hold |
11,600
| – | – | 0.01% | 864 |
|
|
2019
Q4 | $717K | Buy |
11,600
+2,400
| +26% | +$148K | 0.01% | 991 |
|
|
2019
Q3 | $584K | Hold |
9,200
| – | – | 0.01% | 1040 |
|
|
2019
Q2 | $551K | Hold |
9,200
| – | – | 0.01% | 1048 |
|
|
2019
Q1 | $498K | Sell |
9,200
-100
| -1% | -$5.22K | ﹤0.01% | 1061 |
|
|
2018
Q4 | $471K | Sell |
9,300
-600
| -6% | -$29.9K | 0.01% | 1016 |
|
|
2018
Q3 | $504K | Hold |
9,900
| – | – | ﹤0.01% | 1092 |
|
|
2018
Q2 | $505K | Hold |
9,900
| – | – | 0.01% | 1050 |
|
|
2018
Q1 | $447K | Hold |
9,900
| – | – | ﹤0.01% | 1054 |
|
|
2017
Q4 | $452K | Hold |
9,900
| – | – | ﹤0.01% | 1073 |
|
|
2017
Q3 | $490K | Hold |
9,900
| – | – | 0.01% | 1037 |
|
|
2017
Q2 | $477K | Sell |
9,900
-1,900
| -16% | -$90.3K | 0.01% | 1032 |
|
|
2017
Q1 | $531K | Sell |
11,800
-1,200
| -9% | -$53.9K | 0.01% | 1013 |
|
|
2016
Q4 | $589K | Sell |
13,000
-5,200
| -29% | -$217K | 0.01% | 986 |
|
|
2016
Q3 | $711K | Hold |
18,200
| – | – | 0.01% | 900 |
|
|
2016
Q2 | $777K | Sell |
18,200
-400
| -2% | -$16.3K | 0.01% | 846 |
|
|
2016
Q1 | $790K | Hold |
18,600
| – | – | 0.01% | 843 |
|
|
2015
Q4 | $667K | Hold |
18,600
| – | – | 0.01% | 873 |
|
|
2015
Q3 | $686K | Hold |
18,600
| – | – | 0.01% | 856 |
|
|
2015
Q2 | $614K | Buy |
18,600
+2,000
| +12% | +$67.5K | 0.01% | 947 |
|
|
2015
Q1 | $577K | Hold |
16,600
| – | – | 0.01% | 995 |
|
|
2014
Q4 | $609K | Sell |
16,600
-300
| -2% | -$10.5K | 0.01% | 950 |
|
|
2014
Q3 | $525K | Sell |
16,900
-5,400
| -24% | -$175K | 0.01% | 994 |
|
|
2014
Q2 | $754K | Buy |
22,300
+6,100
| +38% | +$202K | 0.01% | 905 |
|
|
2014
Q1 | $532K | Hold |
16,200
| – | – | 0.01% | 1011 |
|
|
2013
Q4 | $494K | Hold |
16,200
| – | – | 0.01% | 1030 |
|
|
2013
Q3 | $474K | Sell |
16,200
-2,900
| -15% | -$85.5K | 0.01% | 1027 |
|
|
2013
Q2 | $552K | Buy |
+19,100
| New | +$556K | 0.01% | 977 |
|
Other funds holding UTL
VCM
FCM
VPM
