AWM
Absher Wealth Management’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $435K | Sell |
3,689
-80
| -2% | -$9.44K | 0.05% | 56 |
|
|
2025
Q1 | $460K | Buy |
3,769
+58
| +2% | +$7.07K | 0.06% | 55 |
|
|
2024
Q4 | $400K | Sell |
3,711
-1
| -0% | -$108 | 0.05% | 57 |
|
|
2024
Q3 | $428K | Buy |
3,712
+1,152
| +45% | +$133K | 0.06% | 56 |
|
|
2024
Q2 | $257K | Sell |
2,560
-55
| -2% | -$5.51K | 0.04% | 58 |
|
|
2024
Q1 | $253K | Sell |
2,615
-207
| -7% | -$20K | 0.04% | 56 |
|
|
2023
Q4 | $274K | Buy |
2,822
+312
| +12% | +$30.3K | 0.04% | 53 |
|
|
2023
Q3 | $222K | Buy |
2,510
+164
| +7% | +$14.5K | 0.04% | 55 |
|
|
2023
Q2 | $211K | Buy |
+2,346
| New | +$211K | 0.03% | 54 |
|
|
2023
Q1 | – | Sell |
-2,042
| Closed | -$210K | – | 54 |
|
|
2022
Q4 | $210K | Buy |
+2,042
| New | +$210K | 0.04% | 49 |
|
|
2022
Q1 | – | Sell |
-1,992
| Closed | -$209K | – | 55 |
|
|
2021
Q4 | $209K | Sell |
1,992
-834
| -30% | -$87.5K | 0.04% | 57 |
|
|
2021
Q3 | $276K | Sell |
2,826
-3,706
| -57% | -$362K | 0.05% | 57 |
|
|
2021
Q2 | $645K | Buy |
6,532
+1,103
| +20% | +$109K | 0.11% | 46 |
|
|
2021
Q1 | $524K | Buy |
5,429
+978
| +22% | +$94.4K | 0.1% | 47 |
|
|
2020
Q4 | $408K | Sell |
4,451
-184
| -4% | -$16.9K | 0.09% | 53 |
|
|
2020
Q3 | $410K | Sell |
4,635
-587
| -11% | -$51.9K | 0.1% | 51 |
|
|
2020
Q2 | $417K | Sell |
5,222
-1,267
| -20% | -$101K | 0.11% | 48 |
|
|
2020
Q1 | $525K | Buy |
6,489
+1,235
| +24% | +$99.9K | 0.16% | 41 |
|
|
2019
Q4 | $506K | Buy |
+5,254
| New | +$506K | 0.13% | 43 |
|