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Wernau Asset Management’s Unitil UTL Stock Holding History

Wernau Asset Management’s Portfolio UTL Stock Details UTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.17M Sell
41,674
-7,689
-16% -$401K 1.51% 12
2025
Q1 		$2.85M Buy
49,363
+46
+0.1% +$2.65K 2.22% 9
2024
Q4 		$2.67M Buy
+49,317
New +$2.67M 1.99% 10