Chesapeake Wealth Management Purchases and Sells in Q2 2025

Chesapeake Wealth Management

$297 Million
Q2 2025

Top Buys

Incresed Positions

43 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHF	7.57K + 2.03%	$17.76 - $22.1 $135K - $167K	382K $8.43M
IVV	114 + 1.02%	$498.8 - $620.9 $56.9K - $70.8K	11.3K $7.04M
AMZN	71 + 0.34%	$167.32 - $223.3 $11.9K - $15.9K	21K $4.6M
IWR	786 + 1.18%	$74.88 - $91.97 $58.9K - $72.3K	67.1K $6.17M
XLC	1.77K + 6.86%	$86.13 - $108.53 $153K - $192K	27.6K $2.99M
XLF	5.65K + 9.76%	$43.92 - $52.37 $248K - $296K	63.5K $3.33M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ESGU	1.92K New	$108.06 - $135.3 $207K - $259K	1.92K $259K
GE	959 New	$166.81 - $257.39 $160K - $247K	959 $246K
GS	327 New	$462.22 - $707.75 $151K - $231K	327 $231K
IWF	544 New	$320.42 - $424.58 $174K - $231K	544 $230K
BA	1K New	$136.59 - $217.51 $137K - $218K	1K $209K
EMR	1.57K New	$94.15 - $133.33 $148K - $209K	1.57K $209K

Top Sells

Reduced Positions

84 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UNH	-343 - 7.77%	$274.35 - $599.47 $94.1K - $206K	4.07K $1.27M
AAPL	-287 - 0.6%	$172.42 - $223.89 $49.5K - $64.3K	47.2K $9.69M
TMO	-103 - 2.61%	$390.26 - $489.06 $40.2K - $50.4K	3.85K $1.56M
CVX	-109 - 0.73%	$133.73 - $168.51 $14.6K - $18.4K	14.8K $2.12M
MCD	-384 - 3.56%	$285.55 - $321.23 $110K - $123K	10.4K $3.04M
MRK	-689 - 4.38%	$73.47 - $87.12 $50.6K - $60K	15K $1.19M

Activity Summary All Purchases 49 New Holdings 6 Increased Positions 43 All Sells 84 Reductions 84 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Chesapeake Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Chesapeake Wealth Management with notifications on news.