Welch & Forbes’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 | $219K | Hold |
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|
2025
Q1 | $217K | Sell |
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|
2024
Q4 | $214K | Hold |
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|
2024
Q3 | $229K | Buy |
|
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|
2024
Q2 | – | Sell |
|
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|
2024
Q1 | $208K | Sell |
|
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|
2023
Q4 | $201K | Sell |
|
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|
2023
Q3 | $255K | Sell |
|
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|
2023
Q2 | $317K | Sell |
|
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|
2023
Q1 | $391K | Sell |
|
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|
2022
Q4 | $451K | Sell |
|
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|
2022
Q3 | $547K | Buy |
|
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|
2022
Q2 | $599K | Buy |
|
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|
2022
Q1 | $626K | Buy |
|
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|
2021
Q4 | $407K | Buy |
|
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|
2021
Q3 | $374K | Sell |
|
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|
2021
Q2 | $409K | Buy |
|
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|
2021
Q1 | $397K | Buy |
|
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|
2020
Q4 | $382K | Hold |
|
|||||
|
2020
Q3 | $401K | Hold |
|
|||||
|
2020
Q2 | $413K | Hold |
|
|||||
|
2020
Q1 | $367K | Hold |
|
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|
2019
Q4 | $421K | Hold |
|
|||||
|
2019
Q3 | $412K | Sell |
|
|||||
|
2019
Q2 | $409K | Buy |
|
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|
2019
Q1 | $290K | Buy |
|
|||||
|
2018
Q4 | $252K | Hold |
|
|||||
|
2018
Q3 | $248K | Sell |
|
|||||
|
2018
Q2 | $353K | Buy |
|
|||||
|
2018
Q1 | $296K | Sell |
|
|||||
|
2017
Q4 | $398K | Hold |
|
|||||
|
2017
Q3 | $378K | Sell |
|
|||||
|
2017
Q2 | $390K | Buy |
|
|||||
|
2017
Q1 | $383K | Sell |
|
|||||
|
2016
Q4 | $426K | Buy |
|
|||||
|
2016
Q3 | $407K | Hold |
|
|||||
|
2016
Q2 | $427K | Sell |
|
|||||
|
2016
Q1 | $439K | Hold |
|
|||||
|
2015
Q4 | $395K | Hold |
|
|||||
|
2015
Q3 | $411K | Sell |
|
|||||
|
2015
Q2 | $458K | Hold |
|
|||||
|
2015
Q1 | $485K | Hold |
|
|||||
|
2014
Q4 | $526K | Sell |
|
|||||
|
2014
Q3 | $521K | Sell |
|
|||||
|
2014
Q2 | $643K | Buy |
|
|||||
|
2014
Q1 | $591K | Sell |
|
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|
2013
Q4 | $542K | Sell |
|
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|
2013
Q3 | $530K | Sell |
|
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|
2013
Q2 | $499K | Buy |
|