PBMares Wealth Management’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $890K | Sell |
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|
2025
Q1 | $1.02M | Sell |
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|
2024
Q4 | $1M | Buy |
|
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|
2024
Q3 | $1.07M | Sell |
|
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|
2024
Q2 | $942K | Sell |
|
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|
2024
Q1 | $980K | Buy |
|
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|
2023
Q4 | $769K | Sell |
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|
2023
Q3 | $766K | Sell |
|
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|
2023
Q2 | $889K | Buy |
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|
2023
Q1 | $960K | Sell |
|
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|
2022
Q4 | $1.2M | Buy |
|
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|
2022
Q3 | $1.18M | Buy |
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|
2022
Q2 | $1.36M | Buy |
|
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|
2022
Q1 | $1.3M | Sell |
|
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|
2021
Q4 | $1.21M | Sell |
|
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|
2021
Q3 | $1.15M | Sell |
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|
2021
Q2 | $1.23M | Buy |
|
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|
2021
Q1 | $1.23M | Sell |
|
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|
2020
Q4 | $1.39M | Sell |
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|
2020
Q3 | $1.48M | Buy |
|
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|
2020
Q2 | $1.36M | Sell |
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|
2020
Q1 | $1.27M | Buy |
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|
2019
Q4 | $1.11M | Buy |
|