EWM
Evermay Wealth Management’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $353K | Sell |
6,238
-1,180
| -16% | -$66.7K | 0.04% | 149 |
|
|
2025
Q1 | $416K | Sell |
7,418
-15
| -0.2% | -$841 | 0.05% | 135 |
|
|
2024
Q4 | $400K | Buy |
7,433
+5,831
| +364% | +$314K | 0.06% | 137 |
|
|
2024
Q3 | $92.6K | Hold |
1,602
| – | – | 0.01% | 274 |
|
|
2024
Q2 | $78.5K | Sell |
1,602
-200
| -11% | -$9.8K | 0.01% | 294 |
|
|
2024
Q1 | $88.6K | Buy |
1,802
+130
| +8% | +$6.4K | 0.01% | 289 |
|
|
2023
Q4 | $78.6K | Buy |
1,672
+8
| +0.5% | +$376 | 0.01% | 278 |
|
|
2023
Q3 | $74.3K | Sell |
1,664
-1,060
| -39% | -$47.4K | 0.02% | 263 |
|
|
2023
Q2 | $141K | Sell |
2,724
-24
| -0.9% | -$1.24K | 0.03% | 207 |
|
|
2023
Q1 | $154K | Sell |
2,748
-121
| -4% | -$6.77K | 0.03% | 198 |
|
|
2022
Q4 | $176K | Sell |
2,869
-1,040
| -27% | -$63.8K | 0.04% | 180 |
|
|
2022
Q3 | $270K | Hold |
3,909
| – | – | 0.05% | 141 |
|
|
2022
Q2 | $312K | Sell |
3,909
-4,860
| -55% | -$388K | 0.06% | 132 |
|
|
2022
Q1 | $745K | Sell |
8,769
-1,500
| -15% | -$127K | 0.12% | 81 |
|
|
2021
Q4 | $807K | Sell |
10,269
-120
| -1% | -$9.43K | 0.14% | 57 |
|
|
2021
Q3 | $759K | Sell |
10,389
-250
| -2% | -$18.3K | 0.15% | 56 |
|
|
2021
Q2 | $783K | Sell |
10,639
-1,000
| -9% | -$73.6K | 0.15% | 64 |
|
|
2021
Q1 | $884K | Sell |
11,639
-965
| -8% | -$73.3K | 0.18% | 55 |
|
|
2020
Q4 | $948K | Hold |
12,604
| – | – | 0.21% | 47 |
|
|
2020
Q3 | $995K | Sell |
12,604
-7,281
| -37% | -$575K | 0.24% | 42 |
|
|
2020
Q2 | $1.61M | Buy |
19,885
+800
| +4% | +$64.9K | 0.42% | 30 |
|
|
2020
Q1 | $1.38M | Buy |
19,085
+4,661
| +32% | +$337K | 0.42% | 26 |
|
|
2019
Q4 | $1.2M | Buy |
14,424
+850
| +6% | +$70.4K | 0.29% | 40 |
|
|
2019
Q3 | $1.1M | Sell |
13,574
-100
| -0.7% | -$8.1K | 0.3% | 41 |
|
|
2019
Q2 | $1.06M | Buy |
13,674
+41
| +0.3% | +$3.17K | 0.29% | 39 |
|
|
2019
Q1 | $1.05M | Buy |
13,633
+3,938
| +41% | +$302K | 0.3% | 41 |
|
|
2018
Q4 | $693K | Buy |
9,695
+2,600
| +37% | +$186K | 0.22% | 49 |
|
|
2018
Q3 | $499K | Sell |
7,095
-500
| -7% | -$35.2K | 0.16% | 72 |
|
|
2018
Q2 | $518K | Sell |
7,595
-569
| -7% | -$38.8K | 0.17% | 66 |
|
|
2018
Q1 | $550K | Buy |
8,164
+1,820
| +29% | +$123K | 0.19% | 66 |
|
|
2017
Q4 | $514K | Buy |
6,344
+3,694
| +139% | +$299K | 0.19% | 61 |
|
|
2017
Q3 | $204K | Hold |
2,650
| – | – | 0.09% | 99 |
|
|
2017
Q2 | $203K | Hold |
2,650
| – | – | 0.09% | 98 |
|
|
2017
Q1 | $206K | Buy |
+2,650
| New | +$206K | 0.09% | 100 |
|
|
2015
Q4 | – | Sell |
-3,565
| Closed | -$251K | – | 79 |
|
|
2015
Q3 | $251K | Hold |
3,565
| – | – | 0.15% | 68 |
|
|
2015
Q2 | $238K | Sell |
3,565
-723
| -17% | -$48.3K | 0.14% | 73 |
|
|
2015
Q1 | $304K | Sell |
4,288
-820
| -16% | -$58.1K | 0.18% | 62 |
|
|
2014
Q4 | $393K | Sell |
5,108
-323
| -6% | -$24.9K | 0.26% | 52 |
|
|
2014
Q3 | $375K | Sell |
5,431
-2
| -0% | -$138 | 0.32% | 53 |
|
|
2014
Q2 | $389K | Buy |
5,433
+2,200
| +68% | +$158K | 0.34% | 45 |
|
|
2014
Q1 | $230K | Buy |
+3,233
| New | +$230K | 0.25% | 64 |
|