BWM
Birchcreek Wealth Management’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $455K | Hold |
8,051
| – | – | 0.26% | 69 |
|
|
2025
Q1 | $451K | Hold |
8,051
| – | – | 0.28% | 62 |
|
|
2024
Q4 | $434K | Hold |
8,051
| – | – | 0.27% | 74 |
|
|
2024
Q3 | $465K | Buy |
8,051
+2,700
| +50% | +$156K | 0.3% | 65 |
|
|
2024
Q2 | $262K | Hold |
5,351
| – | – | 0.15% | 125 |
|
|
2024
Q1 | $263K | Hold |
5,351
| – | – | 0.14% | 125 |
|
|
2023
Q4 | $251K | Hold |
5,351
| – | – | 0.15% | 118 |
|
|
2023
Q3 | $239K | Sell |
5,351
-400
| -7% | -$17.9K | 0.16% | 114 |
|
|
2023
Q2 | $298K | Hold |
5,751
| – | – | 0.21% | 109 |
|
|
2023
Q1 | $322K | Hold |
5,751
| – | – | 0.25% | 96 |
|
|
2022
Q4 | $353K | Hold |
5,751
| – | – | 0.31% | 80 |
|
|
2022
Q3 | $397K | Hold |
5,751
| – | – | 0.37% | 68 |
|
|
2022
Q2 | $459K | Hold |
5,751
| – | – | 0.41% | 60 |
|
|
2022
Q1 | $489K | Hold |
5,751
| – | – | 0.43% | 58 |
|
|
2021
Q4 | $452K | Hold |
5,751
| – | – | 0.39% | 56 |
|
|
2021
Q3 | $420K | Hold |
5,751
| – | – | 0.39% | 60 |
|
|
2021
Q2 | $423K | Hold |
5,751
| – | – | 0.41% | 57 |
|
|
2021
Q1 | $437K | Sell |
5,751
-449
| -7% | -$34.1K | 0.46% | 55 |
|
|
2020
Q4 | $466K | Buy |
+6,200
| New | +$466K | 0.46% | 53 |
|