Carson Wealth (CWM LLC)’s Chesapeake Utilities CPK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $108K | Sell |
902
-458
| -34% | -$54.8K | ﹤0.01% | 2640 |
|
|
2025
Q1 | $175K | Buy |
1,360
+56
| +4% | +$7.21K | ﹤0.01% | 2012 |
|
|
2024
Q4 | $158K | Buy |
1,304
+104
| +9% | +$12.6K | ﹤0.01% | 1980 |
|
|
2024
Q3 | $149K | Buy |
1,200
+41
| +4% | +$5.09K | ﹤0.01% | 1933 |
|
|
2024
Q2 | $123K | Buy |
1,159
+43
| +4% | +$4.56K | ﹤0.01% | 1845 |
|
|
2024
Q1 | $120K | Sell |
1,116
-46
| -4% | -$4.95K | ﹤0.01% | 1769 |
|
|
2023
Q4 | $123K | Buy |
1,162
+1,128
| +3,318% | +$119K | ﹤0.01% | 1629 |
|
|
2023
Q3 | $3K | Sell |
34
-94
| -73% | -$8.29K | ﹤0.01% | 3643 |
|
|
2023
Q2 | $15K | Buy |
128
+49
| +62% | +$5.74K | ﹤0.01% | 2801 |
|
|
2023
Q1 | $10K | Buy |
79
+11
| +16% | +$1.39K | ﹤0.01% | 2933 |
|
|
2022
Q4 | $8K | Sell |
68
-28
| -29% | -$3.29K | ﹤0.01% | 2910 |
|
|
2022
Q3 | $11K | Buy |
96
+33
| +52% | +$3.78K | ﹤0.01% | 2611 |
|
|
2022
Q2 | $8K | Sell |
63
-81
| -56% | -$10.3K | ﹤0.01% | 2687 |
|
|
2022
Q1 | $20K | Buy |
144
+97
| +206% | +$13.5K | ﹤0.01% | 2074 |
|
|
2021
Q4 | $7K | Buy |
+47
| New | +$7K | ﹤0.01% | 2525 |
|
|
2021
Q2 | $3K | Hold |
25
| – | – | ﹤0.01% | 2487 |
|
|
2021
Q1 | $3K | Hold |
25
| – | – | ﹤0.01% | 2487 |
|
|
2020
Q4 | $3K | Hold |
25
| – | – | ﹤0.01% | 2487 |
|
|
2020
Q3 | $3K | Hold |
25
| – | – | ﹤0.01% | 2487 |
|
|
2020
Q2 | $3K | Hold |
25
| – | – | ﹤0.01% | 2487 |
|
|
2020
Q1 | $3K | Hold |
25
| – | – | ﹤0.01% | 2487 |
|
|
2019
Q4 | $3K | Hold |
25
| – | – | ﹤0.01% | 2487 |
|
|
2019
Q3 | $3K | Hold |
25
| – | – | ﹤0.01% | 2487 |
|
|
2019
Q2 | $3K | Hold |
25
| – | – | ﹤0.01% | 2487 |
|
|
2019
Q1 | $3K | Buy |
+25
| New | +$3K | ﹤0.01% | 2487 |
|