Westmount Partners’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $748K | Buy |
9,874
+32
| +0.3% | +$2.43K | 0.21% | 94 |
|
|
2025
Q1 | $702K | Sell |
9,842
-646
| -6% | -$46.1K | 0.21% | 98 |
|
|
2024
Q4 | $920K | Hold |
10,488
| – | – | 0.28% | 70 |
|
|
2024
Q3 | $877K | Buy |
10,488
+488
| +5% | +$40.8K | 0.26% | 79 |
|
|
2024
Q2 | $750K | Buy |
10,000
+10
| +0.1% | +$750 | 0.25% | 82 |
|
|
2024
Q1 | $718K | Sell |
9,990
-549
| -5% | -$39.4K | 0.26% | 83 |
|
|
2023
Q4 | $788K | Buy |
10,539
+410
| +4% | +$30.6K | 0.32% | 69 |
|
|
2023
Q3 | $689K | Sell |
10,129
-1
| -0% | -$68 | 0.3% | 78 |
|
|
2023
Q2 | $737K | Buy |
10,130
+14
| +0.1% | +$1.02K | 0.32% | 66 |
|
|
2023
Q1 | $764K | Buy |
10,116
+18
| +0.2% | +$1.36K | 0.35% | 64 |
|
|
2022
Q4 | $780K | Buy |
+10,098
| New | +$780K | 0.41% | 54 |
|