Wealth Management Associates’s Constellation Energy CEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $684K | Buy |
2,120
+100
| +5% | +$32.3K | 0.27% | 74 |
|
|
2025
Q1 | $407K | Buy |
2,020
+176
| +10% | +$35.5K | 0.17% | 114 |
|
|
2024
Q4 | $413K | Hold |
1,844
| – | – | 0.18% | 110 |
|
|
2024
Q3 | $479K | Hold |
1,844
| – | – | 0.21% | 96 |
|
|
2024
Q2 | $369K | Hold |
1,844
| – | – | 0.17% | 121 |
|
|
2024
Q1 | $369K | Hold |
1,844
| – | – | 0.17% | 121 |
|
|
2023
Q4 | $216K | Sell |
1,844
-210
| -10% | -$24.5K | 0.11% | 181 |
|
|
2023
Q3 | $224K | Sell |
2,054
-234
| -10% | -$25.5K | 0.13% | 164 |
|
|
2023
Q2 | $209K | Buy |
+2,288
| New | +$209K | 0.12% | 176 |
|