Laird Norton Wetherby Wealth Management’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $584K | Buy |
+10,327
| New | +$584K | 0.03% | 511 |
|
|
2024
Q4 | $449K | Sell |
8,343
-3,081
| -27% | -$166K | 0.02% | 566 |
|
|
2024
Q3 | $660K | Sell |
11,424
-163
| -1% | -$9.42K | 0.03% | 472 |
|
|
2024
Q2 | $568K | Buy |
11,587
+137
| +1% | +$6.71K | 0.03% | 502 |
|
|
2024
Q1 | $563K | Buy |
11,450
+715
| +7% | +$35.2K | 0.03% | 526 |
|
|
2023
Q4 | $505K | Buy |
10,735
+265
| +3% | +$12.5K | 0.03% | 539 |
|
|
2023
Q3 | $468K | Sell |
10,470
-409
| -4% | -$18.3K | 0.03% | 543 |
|
|
2023
Q2 | $563K | Buy |
10,879
+1,195
| +12% | +$61.9K | 0.03% | 495 |
|
|
2023
Q1 | $541K | Buy |
9,684
+426
| +5% | +$23.8K | 0.03% | 506 |
|
|
2022
Q4 | $568K | Sell |
9,258
-3,507
| -27% | -$215K | 0.04% | 481 |
|
|
2022
Q3 | $882K | Buy |
12,765
+2,700
| +27% | +$187K | 0.06% | 320 |
|
|
2022
Q2 | $803K | Buy |
10,065
+305
| +3% | +$24.3K | 0.05% | 348 |
|
|
2022
Q1 | $829K | Buy |
9,760
+268
| +3% | +$22.8K | 0.05% | 358 |
|
|
2021
Q4 | $745K | Sell |
9,492
-486
| -5% | -$38.1K | 0.04% | 389 |
|
|
2021
Q3 | $728K | Sell |
9,978
-542
| -5% | -$39.5K | 0.04% | 378 |
|
|
2021
Q2 | $774K | Buy |
10,520
+54
| +0.5% | +$3.97K | 0.05% | 368 |
|
|
2021
Q1 | $795K | Sell |
10,466
-1,503
| -13% | -$114K | 0.06% | 312 |
|
|
2020
Q4 | $900K | Sell |
11,969
-1,111
| -8% | -$83.5K | 0.06% | 295 |
|
|
2020
Q3 | $1.03M | Sell |
13,080
-2,017
| -13% | -$159K | 0.09% | 213 |
|
|
2020
Q2 | $1.23M | Buy |
15,097
+275
| +2% | +$22.3K | 0.12% | 170 |
|
|
2020
Q1 | $1.07M | Buy |
14,822
+2,346
| +19% | +$169K | 0.12% | 175 |
|
|
2019
Q4 | $1.03M | Sell |
12,476
-241
| -2% | -$20K | 0.1% | 211 |
|
|
2019
Q3 | $1.03M | Buy |
12,717
+1,848
| +17% | +$150K | 0.11% | 209 |
|
|
2019
Q2 | $840K | Buy |
10,869
+477
| +5% | +$36.9K | 0.09% | 239 |
|
|
2019
Q1 | $797K | Buy |
10,392
+1,100
| +12% | +$84.4K | 0.1% | 230 |
|
|
2018
Q4 | $664K | Buy |
9,292
+636
| +7% | +$45.4K | 0.09% | 252 |
|
|
2018
Q3 | $609K | Buy |
8,656
+756
| +10% | +$53.2K | 0.08% | 307 |
|
|
2018
Q2 | $539K | Sell |
7,900
-1,109
| -12% | -$75.7K | 0.07% | 318 |
|
|
2018
Q1 | $608K | Sell |
9,009
-535
| -6% | -$36.1K | 0.08% | 284 |
|
|
2017
Q4 | $774K | Buy |
9,544
+544
| +6% | +$44.1K | 0.11% | 226 |
|
|
2017
Q3 | $693K | Buy |
9,000
+297
| +3% | +$22.9K | 0.1% | 244 |
|
|
2017
Q2 | $667K | Buy |
8,703
+246
| +3% | +$18.9K | 0.11% | 228 |
|
|
2017
Q1 | $656K | Buy |
8,457
+122
| +1% | +$9.46K | 0.12% | 224 |
|
|
2016
Q4 | $638K | Buy |
8,335
+797
| +11% | +$61K | 0.13% | 209 |
|
|
2016
Q3 | $559K | Buy |
7,538
+1,554
| +26% | +$115K | 0.11% | 231 |
|
|
2016
Q2 | $466K | Buy |
5,984
+23
| +0.4% | +$1.79K | 0.1% | 236 |
|
|
2016
Q1 | $448K | Sell |
5,961
-471
| -7% | -$35.4K | 0.11% | 236 |
|
|
2015
Q4 | $435K | Sell |
6,432
-512
| -7% | -$34.6K | 0.1% | 230 |
|
|
2015
Q3 | $489K | Buy |
6,944
+626
| +10% | +$44.1K | 0.13% | 196 |
|
|
2015
Q2 | $423K | Buy |
6,318
+7
| +0.1% | +$469 | 0.1% | 243 |
|
|
2015
Q1 | $448K | Buy |
6,311
+457
| +8% | +$32.4K | 0.11% | 226 |
|
|
2014
Q4 | $450K | Buy |
5,854
+327
| +6% | +$25.1K | 0.11% | 204 |
|
|
2014
Q3 | $382K | Sell |
5,527
-159
| -3% | -$11K | 0.11% | 240 |
|
|
2014
Q2 | $407K | Sell |
5,686
-425
| -7% | -$30.4K | 0.11% | 221 |
|
|
2014
Q1 | $434K | Sell |
6,111
-115
| -2% | -$8.17K | 0.12% | 207 |
|
|
2013
Q4 | $403K | Buy |
6,226
+93
| +2% | +$6.02K | 0.11% | 222 |
|
|
2013
Q3 | $383K | Buy |
6,133
+461
| +8% | +$28.8K | 0.12% | 217 |
|
|
2013
Q2 | $322K | Buy |
+5,672
| New | +$322K | 0.11% | 218 |
|