1WA
180 Wealth Advisors’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Sell |
1,808
-42
| -2% | -$4.96K | 0.03% | 391 |
|
|
2025
Q1 | $226K | Buy |
+1,850
| New | +$226K | 0.04% | 358 |
|
|
2024
Q4 | – | Sell |
-1,816
| Closed | -$209K | – | 442 |
|
|
2024
Q3 | $209K | Buy |
+1,816
| New | +$209K | 0.03% | 405 |
|
|
2022
Q3 | – | Sell |
-1,846
| Closed | -$202K | – | 366 |
|
|
2022
Q2 | $202K | Sell |
1,846
-25
| -1% | -$2.74K | 0.05% | 336 |
|
|
2022
Q1 | $214K | Sell |
1,871
-495
| -21% | -$56.6K | 0.05% | 338 |
|
|
2021
Q4 | $244K | Sell |
2,366
-300
| -11% | -$30.9K | 0.05% | 307 |
|
|
2021
Q3 | $268K | Hold |
2,666
| – | – | 0.06% | 298 |
|
|
2021
Q2 | $285K | Hold |
2,666
| – | – | 0.07% | 286 |
|
|
2021
Q1 | $274K | Sell |
2,666
-74
| -3% | -$7.61K | 0.07% | 277 |
|
|
2020
Q4 | $248K | Buy |
2,740
+70
| +3% | +$6.34K | 0.07% | 259 |
|
|
2020
Q3 | $246K | Hold |
2,670
| – | – | 0.09% | 214 |
|
|
2020
Q2 | $220K | Hold |
2,670
| – | – | 0.09% | 225 |
|
|
2020
Q1 | $212K | Hold |
2,670
| – | – | 0.11% | 196 |
|
|
2019
Q4 | $247K | Sell |
2,670
-4
| -0.1% | -$370 | 0.1% | 224 |
|
|
2019
Q3 | $257K | Hold |
2,674
| – | – | 0.11% | 208 |
|
|
2019
Q2 | $234K | Sell |
2,674
-3,716
| -58% | -$325K | 0.11% | 219 |
|
|
2019
Q1 | $570K | Buy |
+6,390
| New | +$570K | 0.26% | 111 |
|