CWM
Congress Wealth Management’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.1M | Buy |
231,985
+30,647
| +15% | +$1.73M | 0.13% | 189 |
|
|
2025
Q1 | $11.3M | Buy |
201,338
+11,264
| +6% | +$631K | 0.14% | 180 |
|
|
2024
Q4 | $10.2M | Buy |
190,074
+8,349
| +5% | +$450K | 0.14% | 197 |
|
|
2024
Q3 | $10.5M | Buy |
181,725
+177,210
| +3,925% | +$10.2M | 0.14% | 205 |
|
|
2024
Q2 | $221K | Sell |
4,515
-184
| -4% | -$9.02K | ﹤0.01% | 681 |
|
|
2024
Q1 | $231K | Sell |
4,699
-3,744
| -44% | -$184K | ﹤0.01% | 550 |
|
|
2023
Q4 | $397K | Buy |
8,443
+2,280
| +37% | +$107K | 0.01% | 495 |
|
|
2023
Q3 | $275K | Buy |
6,163
+80
| +1% | +$3.57K | 0.01% | 536 |
|
|
2023
Q2 | $315K | Buy |
6,083
+162
| +3% | +$8.39K | 0.01% | 478 |
|
|
2023
Q1 | $331K | Buy |
5,921
+1,715
| +41% | +$95.9K | 0.01% | 473 |
|
|
2022
Q4 | $258K | Sell |
4,206
-985
| -19% | -$60.4K | 0.01% | 503 |
|
|
2022
Q3 | $358K | Buy |
5,191
+36
| +0.7% | +$2.48K | 0.01% | 444 |
|
|
2022
Q2 | $412K | Buy |
+5,155
| New | +$412K | 0.01% | 433 |
|
|
2022
Q1 | – | Sell |
-5,794
| Closed | -$455K | – | 600 |
|
|
2021
Q4 | $455K | Buy |
+5,794
| New | +$455K | 0.01% | 476 |
|