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
2026 Q1	$390K	Hold	3,088	–	–	0.01%	319
2025 Q4	$385K	Hold	3,088	–	–	0.01%	317
2025 Q3	$416K	Hold	3,088	–	–	0.01%	315
2025 Q2	$371K	Buy	3,088 +3	+0.1%	+$377	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%	+$113	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%	-$129	0.01%	296
2022 Q2	$400K	Buy	+3,085	New	+$403K	0.02%	282