Pathstone Holdings’s Unitil UTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $933K | Sell |
17,893
-1,978
| -10% | -$103K | ﹤0.01% | 1430 |
|
|
2025
Q1 | $1.15M | Buy |
19,871
+4,085
| +26% | +$236K | 0.01% | 1305 |
|
|
2024
Q4 | $855K | Buy |
15,786
+2,733
| +21% | +$148K | ﹤0.01% | 1447 |
|
|
2024
Q3 | $791K | Buy |
13,053
+3,317
| +34% | +$201K | ﹤0.01% | 1489 |
|
|
2024
Q2 | $504K | Buy |
+9,736
| New | +$504K | ﹤0.01% | 1683 |
|