GWA
Gratus Wealth Advisors’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.21M | Sell |
39,111
-1,939
| -5% | -$110K | 0.33% | 29 |
|
|
2025
Q1 | $2.3M | Sell |
41,050
-282
| -0.7% | -$15.8K | 0.38% | 30 |
|
|
2024
Q4 | $2.23M | Sell |
41,332
-1,224
| -3% | -$65.9K | 0.36% | 30 |
|
|
2024
Q3 | $2.43M | Buy |
42,556
+770
| +2% | +$44K | 0.4% | 31 |
|
|
2024
Q2 | $2.15M | Sell |
41,786
-1,572
| -4% | -$80.8K | 0.37% | 33 |
|
|
2024
Q1 | $2.11M | Buy |
43,358
+5,452
| +14% | +$265K | 0.39% | 33 |
|
|
2023
Q4 | $1.78M | Buy |
+37,906
| New | +$1.78M | 0.35% | 36 |
|