PWMAG
Pinnacle Wealth Management Advisory Group’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $535K | Sell |
9,464
-499
| -5% | -$28.2K | 0.04% | 209 |
|
|
2025
Q1 | $559K | Sell |
9,963
-224
| -2% | -$12.6K | 0.05% | 191 |
|
|
2024
Q4 | $549K | Sell |
10,187
-754
| -7% | -$40.6K | 0.05% | 187 |
|
|
2024
Q3 | $632K | Buy |
10,941
+32
| +0.3% | +$1.85K | 0.06% | 171 |
|
|
2024
Q2 | $535K | Buy |
10,909
+195
| +2% | +$9.56K | 0.06% | 186 |
|
|
2024
Q1 | $527K | Buy |
10,714
+320
| +3% | +$15.7K | 0.06% | 181 |
|
|
2023
Q4 | $489K | Buy |
10,394
+747
| +8% | +$35.1K | 0.06% | 183 |
|
|
2023
Q3 | $431K | Sell |
9,647
-1,418
| -13% | -$63.3K | 0.06% | 194 |
|
|
2023
Q2 | $573K | Buy |
11,065
+905
| +9% | +$46.9K | 0.07% | 167 |
|
|
2023
Q1 | $568K | Sell |
10,160
-677
| -6% | -$37.9K | 0.08% | 168 |
|
|
2022
Q4 | $665K | Buy |
10,837
+313
| +3% | +$19.2K | 0.1% | 143 |
|
|
2022
Q3 | $727K | Buy |
10,524
+1,035
| +11% | +$71.5K | 0.12% | 119 |
|
|
2022
Q2 | $757K | Buy |
9,489
+496
| +6% | +$39.6K | 0.12% | 131 |
|
|
2022
Q1 | $764K | Buy |
8,993
+20
| +0.2% | +$1.7K | 0.11% | 145 |
|
|
2021
Q4 | $705K | Buy |
8,973
+4,023
| +81% | +$316K | 0.12% | 147 |
|
|
2021
Q3 | $361K | Buy |
4,950
+80
| +2% | +$5.83K | 0.08% | 165 |
|
|
2021
Q2 | $358K | Sell |
4,870
-405
| -8% | -$29.8K | 0.08% | 165 |
|
|
2021
Q1 | $401K | Sell |
5,275
-125
| -2% | -$9.5K | 0.11% | 135 |
|
|
2020
Q4 | $406K | Sell |
5,400
-75
| -1% | -$5.64K | 0.12% | 130 |
|
|
2020
Q3 | $432K | Buy |
5,475
+565
| +12% | +$44.6K | 0.15% | 119 |
|
|
2020
Q2 | $399K | Buy |
4,910
+745
| +18% | +$60.5K | 0.15% | 121 |
|
|
2020
Q1 | $301K | Sell |
4,165
-85
| -2% | -$6.14K | 0.15% | 116 |
|
|
2019
Q4 | $352K | Sell |
4,250
-55
| -1% | -$4.56K | 0.13% | 135 |
|
|
2019
Q3 | $349K | Sell |
4,305
-375
| -8% | -$30.4K | 0.15% | 127 |
|
|
2019
Q2 | $362K | Sell |
4,680
-485
| -9% | -$37.5K | 0.15% | 128 |
|
|
2019
Q1 | $396K | Sell |
5,165
-125
| -2% | -$9.58K | 0.18% | 117 |
|
|
2018
Q4 | $378K | Buy |
5,290
+74
| +1% | +$5.29K | 0.2% | 113 |
|
|
2018
Q3 | $367K | Buy |
5,216
+620
| +13% | +$43.6K | 0.18% | 113 |
|
|
2018
Q2 | $313K | Buy |
+4,596
| New | +$313K | 0.17% | 111 |
|