Forvis Mazars Wealth Advisors’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
Q2 | $371K | Buy |
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|
2025
Q1 | $396K | Hold |
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|
2024
Q4 | $374K | Hold |
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|
2024
Q3 | $383K | Hold |
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|
2024
Q2 | $328K | Hold |
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|
2024
Q1 | $331K | Hold |
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|
2023
Q4 | $326K | Hold |
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|
2023
Q3 | $302K | Buy |
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|
2023
Q2 | $367K | Hold |
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|
2023
Q1 | $395K | Hold |
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|
2022
Q4 | $365K | Hold |
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|
2022
Q3 | $356K | Sell |
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|
2022
Q2 | $400K | Buy |
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