PWM
PBMares Wealth Management’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $890K | Sell |
15,746
-2,461
| -14% | -$139K | 0.16% | 75 |
|
|
2025
Q1 | $1.02M | Sell |
18,207
-424
| -2% | -$23.8K | 0.2% | 65 |
|
|
2024
Q4 | $1M | Buy |
18,631
+116
| +0.6% | +$6.25K | 0.21% | 68 |
|
|
2024
Q3 | $1.07M | Sell |
18,515
-709
| -4% | -$41K | 0.22% | 65 |
|
|
2024
Q2 | $942K | Sell |
19,224
-700
| -4% | -$34.3K | 0.23% | 69 |
|
|
2024
Q1 | $980K | Buy |
19,924
+3,556
| +22% | +$175K | 0.26% | 63 |
|
|
2023
Q4 | $769K | Sell |
16,368
-776
| -5% | -$36.5K | 0.23% | 72 |
|
|
2023
Q3 | $766K | Sell |
17,144
-30
| -0.2% | -$1.34K | 0.28% | 66 |
|
|
2023
Q2 | $889K | Buy |
17,174
+1
| +0% | +$52 | 0.32% | 59 |
|
|
2023
Q1 | $960K | Sell |
17,173
-2,319
| -12% | -$130K | 0.36% | 53 |
|
|
2022
Q4 | $1.2M | Buy |
19,492
+2,374
| +14% | +$146K | 0.48% | 39 |
|
|
2022
Q3 | $1.18M | Buy |
17,118
+40
| +0.2% | +$2.76K | 0.52% | 38 |
|
|
2022
Q2 | $1.36M | Buy |
17,078
+1,811
| +12% | +$145K | 0.58% | 30 |
|
|
2022
Q1 | $1.3M | Sell |
15,267
-177
| -1% | -$15K | 0.8% | 27 |
|
|
2021
Q4 | $1.21M | Sell |
15,444
-293
| -2% | -$23K | 0.51% | 37 |
|
|
2021
Q3 | $1.15M | Sell |
15,737
-996
| -6% | -$72.7K | 0.55% | 37 |
|
|
2021
Q2 | $1.23M | Buy |
16,733
+604
| +4% | +$44.4K | 0.67% | 31 |
|
|
2021
Q1 | $1.23M | Sell |
16,129
-2,291
| -12% | -$174K | 1% | 27 |
|
|
2020
Q4 | $1.39M | Sell |
18,420
-305
| -2% | -$22.9K | 1.59% | 11 |
|
|
2020
Q3 | $1.48M | Buy |
18,725
+2,027
| +12% | +$160K | 2.17% | 6 |
|
|
2020
Q2 | $1.36M | Sell |
16,698
-941
| -5% | -$76.4K | 2.04% | 8 |
|
|
2020
Q1 | $1.27M | Buy |
17,639
+4,204
| +31% | +$303K | 2% | 9 |
|
|
2019
Q4 | $1.11M | Buy |
+13,435
| New | +$1.11M | 1.32% | 18 |
|