WBC
West Branch Capital’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340 | Hold |
6
| – | – | ﹤0.01% | 434 |
|
|
2025
Q1 | $337 | Hold |
6
| – | – | ﹤0.01% | 456 |
|
|
2024
Q4 | $324 | Hold |
6
| – | – | ﹤0.01% | 453 |
|
|
2024
Q3 | $347 | Buy |
+6
| New | +$347 | ﹤0.01% | 436 |
|
|
2023
Q4 | – | Sell |
-495
| Closed | -$22.1K | – | 447 |
|
|
2023
Q3 | $22.1K | Sell |
495
-251
| -34% | -$11.2K | 0.01% | 214 |
|
|
2023
Q2 | $38.6K | Hold |
746
| – | – | 0.02% | 181 |
|
|
2023
Q1 | $41.7K | Hold |
746
| – | – | 0.02% | 180 |
|
|
2022
Q4 | $45.7K | Sell |
746
-101
| -12% | -$6.19K | 0.03% | 172 |
|
|
2022
Q3 | $59K | Sell |
847
-189
| -18% | -$13.2K | 0.04% | 156 |
|
|
2022
Q2 | $83K | Buy |
1,036
+2
| +0.2% | +$160 | 0.05% | 134 |
|
|
2022
Q1 | $88K | Sell |
1,034
-9
| -0.9% | -$766 | 0.04% | 140 |
|
|
2021
Q4 | $82K | Sell |
1,043
-95
| -8% | -$7.47K | 0.03% | 159 |
|
|
2021
Q3 | $83K | Buy |
1,138
+3
| +0.3% | +$219 | 0.04% | 150 |
|
|
2021
Q2 | $83K | Buy |
+1,135
| New | +$83K | 0.04% | 154 |
|
|
2020
Q3 | – | Sell |
-4,713
| Closed | -$383K | – | 85 |
|
|
2020
Q2 | $383K | Sell |
4,713
-6,488
| -58% | -$527K | 0.27% | 61 |
|
|
2020
Q1 | $809K | Sell |
11,201
-1,165
| -9% | -$84.1K | 0.77% | 36 |
|
|
2019
Q4 | $1.02M | Sell |
12,366
-9,175
| -43% | -$760K | 0.71% | 39 |
|
|
2019
Q3 | $1.75M | Buy |
21,541
+10,830
| +101% | +$878K | 1.29% | 21 |
|
|
2019
Q2 | $828K | Buy |
10,711
+2,139
| +25% | +$165K | 0.68% | 39 |
|
|
2019
Q1 | $657K | Buy |
+8,572
| New | +$657K | 0.59% | 43 |
|