HWM
Hohimer Wealth Management’s Sempra SRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.86M | Sell |
64,077
-1,323
| -2% | -$100K | 0.86% | 31 |
|
|
2025
Q1 | $4.67M | Buy |
65,400
+7,696
| +13% | +$549K | 0.91% | 29 |
|
|
2024
Q4 | $5.06M | Buy |
57,704
+270
| +0.5% | +$23.7K | 0.95% | 28 |
|
|
2024
Q3 | $4.8M | Sell |
57,434
-27
| -0% | -$2.26K | 1.03% | 27 |
|
|
2024
Q2 | $4.37M | Buy |
57,461
+6,171
| +12% | +$469K | 1.01% | 22 |
|
|
2024
Q1 | $3.68M | Buy |
+51,290
| New | +$3.68M | 0.86% | 37 |
|