Adell Harriman & Carpenter’s Chesapeake Utilities CPK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $620K | Sell |
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|
2025
Q2 | $601K | Sell |
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|
2025
Q1 | $822K | Hold |
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|
2024
Q4 | $777K | Sell |
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|
2024
Q3 | $844K | Hold |
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|
2024
Q2 | $722K | Sell |
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|
2024
Q1 | $815K | Sell |
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|
2023
Q4 | $845K | Hold |
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|
2023
Q3 | $782K | Sell |
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|
2023
Q2 | $1.13M | Hold |
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|
2023
Q1 | $1.21M | Hold |
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|
2022
Q4 | $1.12M | Buy |
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|
2022
Q3 | $438K | Buy |
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