Ameliora 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.9K | Hold |
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|
2025
Q1 | $6.1K | Hold |
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|
2024
Q4 | $5.39K | Hold |
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|
2024
Q3 | $5.76K | Sell |
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|
2024
Q2 | $35.1K | Sell |
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|
2024
Q1 | $78.3K | Sell |
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|
2023
Q4 | $80.6K | Sell |
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|
2023
Q3 | $83.1K | Buy |
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|
2023
Q2 | $31.4K | Hold |
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|
2023
Q1 | $33.8K | Hold |
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|
2022
Q4 | $36K | Hold |
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|
2022
Q3 | $30K | Buy |
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