Corient Private Wealth’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 | $920K | Buy |
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|
2025
Q2 | $430K | Sell |
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|
2025
Q1 | $465K | Sell |
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|
2024
Q4 | $948K | Buy |
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|
2024
Q3 | $962K | Buy |
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|
2024
Q2 | $822K | Sell |
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|
2024
Q1 | $836K | Buy |
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|
2023
Q4 | $822K | Buy |
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|
2023
Q3 | $493K | Sell |
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|
2023
Q2 | $695K | Buy |
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|
2023
Q1 | $741K | Buy |
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