Signature Wealth Management Partners’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	$307K	Hold	5,876	–	–	0.15%	93
2025 Q4	$285K	Hold	5,876	–	–	0.14%	94
2025 Q3	$281K	Hold	5,876	–	–	0.15%	91
2025 Q2	$306K	Hold	5,876	–	–	0.18%	78
2025 Q1	$339K	Hold	5,876	–	–	0.22%	76
2024 Q4	$318K	Hold	5,876	–	–	0.22%	78
2024 Q3	$356K	Hold	5,876	–	–	0.26%	72
2024 Q2	$304K	Hold	5,876	–	–	0.23%	78
2024 Q1	$308K	Hold	5,876	–	–	0.25%	77
2023 Q4	$309K	Hold	5,876	–	–	0.27%	75
2023 Q3	$251K	Hold	5,876	–	–	0.25%	80
2023 Q2	$298K	Hold	5,876	–	–	0.28%	70
2023 Q1	$335K	Hold	5,876	–	–	0.31%	71
2022 Q4	$302K	Hold	5,876	–	–	0.3%	75
2022 Q3	$273K	Sell	5,876 -1	-0%	-$54	0.3%	75
2022 Q2	$345K	Hold	5,877	–	–	0.35%	70
2022 Q1	$293K	Hold	5,877	–	–	0.25%	84
2021 Q4	$270K	Hold	5,877	–	–	0.23%	89
2021 Q3	$251K	Hold	5,877	–	–	0.23%	92
2021 Q2	$311K	Hold	5,877	–	–	0.28%	81
2021 Q1	$269K	Hold	5,877	–	–	0.26%	82
2020 Q4	$260K	Buy	+5,877	New	+$234K	0.26%	78