APM
Advanced Portfolio Management’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.55M | Buy |
+27,500
| New | +$1.55M | 4.34% | 9 |
|
|
2024
Q4 | – | Sell |
-5,632
| Closed | -$325K | – | 56 |
|
|
2024
Q3 | $325K | Sell |
5,632
-4,882
| -46% | -$282K | 0.33% | 34 |
|
|
2024
Q2 | $515K | Hold |
10,514
| – | – | 0.34% | 41 |
|
|
2024
Q1 | $517K | Buy |
+10,514
| New | +$517K | 0.98% | 25 |
|