Wakefield 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 | – | Sell |
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|
2025
Q1 | $1.02M | Buy |
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|
2024
Q4 | $894K | Sell |
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|
2024
Q3 | $1.01M | Sell |
|
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|
2024
Q2 | $871K | Sell |
|
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|
2024
Q1 | $893K | Buy |
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|
2023
Q4 | $896K | Buy |
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|
2023
Q3 | $558K | Sell |
|
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|
2023
Q2 | $691K | Buy |
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|
2023
Q1 | $773K | Sell |
|
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|
2022
Q4 | $697K | Sell |
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|
2022
Q3 | $633K | Buy |
|