THWM
Taylor Hoffman Wealth Management’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $808K | Hold |
16,836
| – | – | 0.33% | 58 |
|
|
2024
Q1 | $828K | Sell |
16,836
-1,160
| -6% | -$57.1K | 0.35% | 59 |
|
|
2023
Q4 | $846K | Sell |
17,996
-467
| -3% | -$21.9K | 0.38% | 55 |
|
|
2023
Q3 | $825K | Sell |
18,463
-80
| -0.4% | -$3.57K | 0.43% | 53 |
|
|
2023
Q2 | $960K | Buy |
18,543
+281
| +2% | +$14.6K | 0.48% | 53 |
|
|
2023
Q1 | $1.02M | Buy |
18,262
+4,073
| +29% | +$228K | 0.56% | 48 |
|
|
2022
Q4 | $870K | Sell |
14,189
-26,825
| -65% | -$1.64M | 0.53% | 52 |
|
|
2022
Q3 | $2.83M | Sell |
41,014
-51
| -0.1% | -$3.52K | 1.49% | 19 |
|
|
2022
Q2 | $3.34M | Hold |
41,065
| – | – | 1.64% | 15 |
|
|
2022
Q1 | $3.49M | Buy |
41,065
+102
| +0.2% | +$8.67K | 1.4% | 20 |
|
|
2021
Q4 | $3.22M | Buy |
40,963
+2,481
| +6% | +$195K | 1.22% | 34 |
|
|
2021
Q3 | $2.78M | Sell |
38,482
-3,692
| -9% | -$267K | 1.19% | 34 |
|
|
2021
Q2 | $3.1M | Sell |
42,174
-8,882
| -17% | -$654K | 1.34% | 30 |
|
|
2021
Q1 | $3.88M | Sell |
51,056
-1,272
| -2% | -$96.6K | 1.78% | 10 |
|
|
2020
Q4 | $3.94M | Sell |
52,328
-10
| -0% | -$752 | 2.01% | 6 |
|
|
2020
Q3 | $4.13M | Sell |
52,338
-600
| -1% | -$47.4K | 2.43% | 3 |
|
|
2020
Q2 | $4.3M | Buy |
52,938
+6,983
| +15% | +$567K | 2.7% | 2 |
|
|
2020
Q1 | $3.32M | Sell |
45,955
-7,033
| -13% | -$508K | 3.19% | 2 |
|
|
2019
Q4 | $4.39M | Buy |
52,988
+210
| +0.4% | +$17.4K | 2.83% | 2 |
|
|
2019
Q3 | $4.28M | Buy |
52,778
+4,128
| +8% | +$335K | 3.04% | 2 |
|
|
2019
Q2 | $3.76M | Sell |
48,650
-5,097
| -9% | -$394K | 3.03% | 1 |
|
|
2019
Q1 | $4.12M | Buy |
53,747
+3,248
| +6% | +$249K | 3.05% | 2 |
|
|
2018
Q4 | $3.61M | Sell |
50,499
-3,512
| -7% | -$251K | 3.23% | 2 |
|
|
2018
Q3 | $3.8M | Buy |
54,011
+767
| +1% | +$53.9K | 3% | 2 |
|
|
2018
Q2 | $3.63M | Buy |
53,244
+75
| +0.1% | +$5.11K | 3.14% | 2 |
|
|
2018
Q1 | $3.59M | Buy |
53,169
+4,620
| +10% | +$312K | 3.28% | 2 |
|
|
2017
Q4 | $3.94M | Buy |
+48,549
| New | +$3.94M | 3.76% | 3 |
|