HWMO
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Heritage Wealth Management (Ohio)’s Dominion Energy D Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio D Stock Details D Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$239K Hold
4,235
– – 0.08% 213
2025
Q1 		$237K Hold
4,235
– – 0.08% 203
2024
Q4 		$228K Hold
4,235
– – 0.08% 211
2024
Q3 		$245K Buy
4,235
+40
+1% +$2.31K 0.08% 204
2024
Q2 		$206K Buy
+4,195
New +$206K 0.07% 218