9WM
9258 Wealth Management’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $812K | Sell |
7,044
-3,121
| -31% | -$360K | 0.12% | 139 |
|
|
2024
Q2 | $1.02M | Hold |
10,165
| – | – | 0.16% | 120 |
|
|
2024
Q1 | $983K | Buy |
10,165
+11
| +0.1% | +$1.06K | 0.15% | 125 |
|
|
2023
Q4 | $985K | Hold |
10,154
| – | – | 0.17% | 115 |
|
|
2023
Q3 | $896K | Buy |
10,154
+11
| +0.1% | +$971 | 0.17% | 113 |
|
|
2023
Q2 | $910K | Sell |
10,143
-155
| -2% | -$13.9K | 0.17% | 113 |
|
|
2023
Q1 | $993K | Sell |
10,298
-8
| -0.1% | -$772 | 0.2% | 97 |
|
|
2022
Q4 | $1.06M | Buy |
10,306
+439
| +4% | +$45.2K | 0.23% | 91 |
|
|
2022
Q3 | $918K | Buy |
9,867
+104
| +1% | +$9.68K | 0.23% | 94 |
|
|
2022
Q2 | $1.05M | Buy |
9,763
+521
| +6% | +$55.9K | 0.27% | 89 |
|
|
2022
Q1 | $1.03M | Hold |
9,242
| – | – | 0.24% | 98 |
|
|
2021
Q4 | $969K | Buy |
9,242
+849
| +10% | +$89K | 0.22% | 112 |
|
|
2021
Q3 | $819K | Sell |
8,393
-222
| -3% | -$21.7K | 0.22% | 114 |
|
|
2021
Q2 | $850K | Buy |
8,615
+315
| +4% | +$31.1K | 0.23% | 106 |
|
|
2021
Q1 | $801K | Buy |
8,300
+541
| +7% | +$52.2K | 0.24% | 103 |
|
|
2020
Q4 | $710K | Sell |
7,759
-177
| -2% | -$16.2K | 0.23% | 110 |
|
|
2020
Q3 | $731K | Sell |
7,936
-1,025
| -11% | -$94.4K | 0.28% | 86 |
|
|
2020
Q2 | $716K | Sell |
8,961
-326
| -4% | -$26K | 0.29% | 94 |
|
|
2020
Q1 | $806K | Sell |
9,287
-371
| -4% | -$32.2K | 0.35% | 72 |
|
|
2019
Q4 | $881K | Buy |
+9,658
| New | +$881K | 0.32% | 87 |
|