Wealthspire Advisors (New York)’s Chesapeake Utilities CPK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.54M | Buy |
29,469
+28
| +0.1% | +$3.37K | 0.02% | 198 |
|
|
2025
Q1 | $3.78M | Buy |
29,441
+47
| +0.2% | +$6.04K | 0.02% | 183 |
|
|
2024
Q4 | $3.57M | Sell |
29,394
-81
| -0.3% | -$9.83K | 0.04% | 177 |
|
|
2024
Q3 | $3.66M | Hold |
29,475
| – | – | 0.04% | 168 |
|
|
2024
Q2 | $3.13M | Buy |
29,475
+224
| +0.8% | +$23.8K | 0.04% | 147 |
|
|
2024
Q1 | $3.14M | Buy |
29,251
+95
| +0.3% | +$10.2K | 0.04% | 145 |
|
|
2023
Q4 | $3.08M | Hold |
29,156
| – | – | 0.04% | 147 |
|
|
2023
Q3 | $2.85M | Hold |
29,156
| – | – | 0.05% | 136 |
|
|
2023
Q2 | $3.47M | Hold |
29,156
| – | – | 0.06% | 111 |
|
|
2023
Q1 | $3.73M | Sell |
29,156
-287
| -1% | -$36.7K | 0.06% | 108 |
|
|
2022
Q4 | $3.48M | Buy |
29,443
+287
| +1% | +$33.9K | 0.06% | 116 |
|
|
2022
Q3 | $3.36M | Hold |
29,156
| – | – | 0.07% | 111 |
|
|
2022
Q2 | $3.78M | Buy |
29,156
+95
| +0.3% | +$12.3K | 0.08% | 105 |
|
|
2022
Q1 | $4M | Sell |
29,061
-26
| -0.1% | -$3.58K | 0.09% | 86 |
|
|
2021
Q4 | $4.24M | Buy |
29,087
+26
| +0.1% | +$3.79K | 0.09% | 87 |
|
|
2021
Q3 | $3.49M | Buy |
+29,061
| New | +$3.49M | 0.07% | 112 |
|
|
2021
Q2 | – | Sell |
-37,607
| Closed | -$4.37M | – | 434 |
|
|
2021
Q1 | $4.37M | Buy |
+37,607
| New | +$4.37M | 0.1% | 96 |
|