9258 Wealth Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $812K | Sell |
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|
2024
Q2 | $1.02M | Hold |
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|
2024
Q1 | $983K | Buy |
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|
2023
Q4 | $985K | Hold |
|
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|
2023
Q3 | $896K | Buy |
|
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|
2023
Q2 | $910K | Sell |
|
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|
2023
Q1 | $993K | Sell |
|
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|
2022
Q4 | $1.06M | Buy |
|
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|
2022
Q3 | $918K | Buy |
|
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|
2022
Q2 | $1.05M | Buy |
|
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|
2022
Q1 | $1.03M | Hold |
|
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|
2021
Q4 | $969K | Buy |
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|
2021
Q3 | $819K | Sell |
|
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|
2021
Q2 | $850K | Buy |
|
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|
2021
Q1 | $801K | Buy |
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|
2020
Q4 | $710K | Sell |
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|
2020
Q3 | $731K | Sell |
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|
2020
Q2 | $716K | Sell |
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|
2020
Q1 | $806K | Sell |
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|
2019
Q4 | $881K | Buy |
|