Shell 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 | $129K | Sell |
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|
2025
Q1 | $177K | Sell |
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|
2024
Q4 | $174K | Sell |
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|
2024
Q3 | $195K | Buy |
|
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|
2024
Q1 | $176K | Sell |
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|
2023
Q4 | $197K | Sell |
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|
2023
Q3 | $209K | Sell |
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|
2023
Q2 | $251K | Sell |
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|
2023
Q1 | $284K | Sell |
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|
2022
Q4 | $257K | Sell |
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|
2022
Q3 | $280K | Sell |
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|
2022
Q2 | $447K | Buy |
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|
2022
Q1 | $379K | Sell |
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|
2021
Q4 | $401K | Buy |
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|
2021
Q3 | $371K | Sell |
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|
2021
Q2 | $480K | Buy |
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|
2021
Q1 | $99K | Hold |
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|
2020
Q4 | $96K | Hold |
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|
2020
Q3 | $84K | Hold |
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|
2020
Q2 | $97K | Buy |
|