FMWA
Forvis Mazars Wealth Advisors’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $441K | Buy |
7,804
+28
| +0.4% | +$1.58K | 0.01% | 304 |
|
|
2025
Q1 | $436K | Sell |
7,776
-384
| -5% | -$21.5K | 0.01% | 301 |
|
|
2024
Q4 | $440K | Sell |
8,160
-1,460
| -15% | -$78.6K | 0.01% | 324 |
|
|
2024
Q3 | $556K | Buy |
9,620
+1,385
| +17% | +$80K | 0.01% | 302 |
|
|
2024
Q2 | $404K | Buy |
8,235
+512
| +7% | +$25.1K | 0.01% | 317 |
|
|
2024
Q1 | $380K | Sell |
7,723
-138
| -2% | -$6.79K | 0.01% | 321 |
|
|
2023
Q4 | $369K | Sell |
7,861
-4,076
| -34% | -$192K | 0.01% | 316 |
|
|
2023
Q3 | $533K | Sell |
11,937
-2,788
| -19% | -$125K | 0.02% | 262 |
|
|
2023
Q2 | $763K | Sell |
14,725
-2,380
| -14% | -$123K | 0.02% | 240 |
|
|
2023
Q1 | $956K | Sell |
17,105
-87
| -0.5% | -$4.86K | 0.03% | 208 |
|
|
2022
Q4 | $1.05M | Buy |
17,192
+157
| +0.9% | +$9.63K | 0.04% | 195 |
|
|
2022
Q3 | $1.18M | Sell |
17,035
-983
| -5% | -$68K | 0.05% | 182 |
|
|
2022
Q2 | $1.44M | Buy |
18,018
+13,757
| +323% | +$1.1M | 0.06% | 161 |
|
|
2022
Q1 | $362K | Sell |
4,261
-40
| -0.9% | -$3.4K | 0.02% | 217 |
|
|
2021
Q4 | $338K | Buy |
4,301
+559
| +15% | +$43.9K | 0.01% | 214 |
|
|
2021
Q3 | $273K | Sell |
3,742
-14
| -0.4% | -$1.02K | 0.01% | 228 |
|
|
2021
Q2 | $276K | Sell |
3,756
-377
| -9% | -$27.7K | 0.01% | 228 |
|
|
2021
Q1 | $314K | Sell |
4,133
-1,573
| -28% | -$120K | 0.02% | 219 |
|
|
2020
Q4 | $429K | Buy |
5,706
+2,393
| +72% | +$180K | 0.02% | 246 |
|
|
2020
Q3 | $261K | Sell |
3,313
-944
| -22% | -$74.4K | 0.02% | 270 |
|
|
2020
Q2 | $346K | Buy |
4,257
+646
| +18% | +$52.5K | 0.02% | 233 |
|
|
2020
Q1 | $261K | Buy |
3,611
+1,077
| +43% | +$77.8K | 0.02% | 242 |
|
|
2019
Q4 | $210K | Buy |
+2,534
| New | +$210K | 0.02% | 273 |
|
|
2018
Q1 | – | Sell |
-3,854
| Closed | -$312K | – | 240 |
|
|
2017
Q4 | $312K | Sell |
3,854
-112
| -3% | -$9.07K | 0.03% | 196 |
|
|
2017
Q3 | $305K | Buy |
3,966
+270
| +7% | +$20.8K | 0.03% | 188 |
|
|
2017
Q2 | $283K | Buy |
3,696
+115
| +3% | +$8.81K | 0.03% | 190 |
|
|
2017
Q1 | $278K | Buy |
3,581
+931
| +35% | +$72.3K | 0.03% | 179 |
|
|
2016
Q4 | $203K | Buy |
+2,650
| New | +$203K | 0.03% | 199 |
|