A detailed history of Ica Group Wealth Management, LLC transactions in Sempra Energy stock. As of the latest transaction made, Ica Group Wealth Management, LLC holds 150 shares of SRE stock, worth $13,021. This represents 0.01% of its overall portfolio holdings.

Number of Shares
150
Previous 1,150 86.96%
Holding current value
$13,021
Previous $82,000 86.59%
% of portfolio
0.01%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

SELL
$66.41 - $78.4 $66,410 - $78,400
-1,000 Reduced 86.96%
150 $11,000
Q1 2024

May 14, 2024

SELL
$69.24 - $76.96 $8,724 - $9,696
-126 Reduced 9.87%
1,150 $82,000
Q4 2023

Mar 07, 2024

BUY
$65.27 - $76.49 $83,284 - $97,601
1,276 New
1,276 $95,000
Q4 2022

Feb 14, 2023

SELL
$139.74 - $167.28 $118,220 - $141,518
-846 Reduced 59.54%
575 $88,000
Q3 2022

Nov 10, 2022

BUY
$24.47 - $175.65 $1,247 - $8,958
51 Added 3.72%
1,421 $213,000
Q2 2022

Oct 03, 2022

BUY
$139.49 - $172.67 $2,929 - $3,626
21 Added 1.56%
1,370 $233,000
Q1 2022

Oct 03, 2022

BUY
$131.65 - $168.12 $177,595 - $226,793
1,349 New
1,349 $217,000

Others Institutions Holding SRE

About SEMPRA ENERGY


  • Ticker SRE
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Diversified
  • Shares Outstandng 314,310,016
  • Market Cap $27.3B
  • Description
  • Sempra operates as an energy-services holding company in the United States and internationally. The company's San Diego Gas & Electric Company segment provides electric services; and supplies natural gas. It offers electric services to approximately 3.6 million population and natural gas services to approximately 3.3 million population that ...
More about SRE
Track This Portfolio

Track Ica Group Wealth Management, LLC Portfolio

Follow Ica Group Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ica Group Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ica Group Wealth Management, LLC with notifications on news.