FMWA
Forvis Mazars Wealth Advisors’s Chesapeake Utilities CPK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $371K | Buy |
3,088
+3
| +0.1% | +$361 | 0.01% | 333 |
|
|
2025
Q1 | $396K | Hold |
3,085
| – | – | 0.01% | 322 |
|
|
2024
Q4 | $374K | Hold |
3,085
| – | – | 0.01% | 348 |
|
|
2024
Q3 | $383K | Hold |
3,085
| – | – | 0.01% | 347 |
|
|
2024
Q2 | $328K | Hold |
3,085
| – | – | 0.01% | 342 |
|
|
2024
Q1 | $331K | Hold |
3,085
| – | – | 0.01% | 334 |
|
|
2023
Q4 | $326K | Hold |
3,085
| – | – | 0.01% | 329 |
|
|
2023
Q3 | $302K | Buy |
3,085
+1
| +0% | +$98 | 0.01% | 333 |
|
|
2023
Q2 | $367K | Hold |
3,084
| – | – | 0.01% | 330 |
|
|
2023
Q1 | $395K | Hold |
3,084
| – | – | 0.01% | 292 |
|
|
2022
Q4 | $365K | Hold |
3,084
| – | – | 0.01% | 299 |
|
|
2022
Q3 | $356K | Sell |
3,084
-1
| -0% | -$115 | 0.01% | 296 |
|
|
2022
Q2 | $400K | Buy |
+3,085
| New | +$400K | 0.02% | 282 |
|