WBH Advisory’s Constellation Energy CEG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$854K Buy
2025
Q2
$766K Sell
2025
Q1
$650K Buy
2024
Q4
$714K Buy
2024
Q3
$675K Buy
2024
Q2
$515K Sell
2024
Q1
$481K Sell
2023
Q4
$323K Sell
2023
Q3
$308K Buy
2023
Q2
$253K Sell
2023
Q1
$255K Buy
2022
Q3
$283K Hold
2022
Q2
$204K Hold
2022
Q1
$209K Buy