Mitchell & Pahl Private Wealth’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.74M | Buy |
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|
2025
Q2 | $2.3M | Buy |
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|
2025
Q1 | $2.09M | Buy |
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|
2024
Q4 | $2.48M | Buy |
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|
2024
Q3 | $2.28M | Buy |
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|
2024
Q2 | $1.99M | Sell |
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|
2024
Q1 | $1.89M | Buy |
|
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|
2023
Q4 | $1.9M | Sell |
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|
2023
Q3 | $1.76M | Buy |
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|
2023
Q2 | $1.76M | Buy |
|
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|
2023
Q1 | $1.78M | Buy |
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|
2022
Q4 | $1.78M | Buy |
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|
2022
Q3 | $1.71M | Buy |
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|
2022
Q2 | $1.67M | Buy |
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|
2022
Q1 | $1.81M | Buy |
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|
2021
Q4 | $1.26M | Buy |
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|
2021
Q3 | $1.18M | Buy |
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|
2021
Q2 | $1.22M | Buy |
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|
2021
Q1 | $1.2M | Buy |
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|
2020
Q4 | $1.03M | Buy |
|