WAM
Walker Asset Management’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $343K | Sell |
6,077
-1
| -0% | -$57 | 0.2% | 90 |
|
|
2025
Q1 | $341K | Buy |
6,078
+267
| +5% | +$15K | 0.21% | 80 |
|
|
2024
Q4 | $313K | Buy |
5,811
+889
| +18% | +$47.9K | 0.19% | 93 |
|
|
2024
Q3 | $284K | Buy |
4,922
+94
| +2% | +$5.43K | 0.18% | 103 |
|
|
2024
Q2 | $237K | Buy |
4,828
+61
| +1% | +$2.99K | 0.16% | 110 |
|
|
2024
Q1 | $235K | Buy |
4,767
+62
| +1% | +$3.05K | 0.16% | 119 |
|
|
2023
Q4 | $221K | Buy |
+4,705
| New | +$221K | 0.16% | 121 |
|