Executive Wealth Management’s Duke Energy DUK Stock Holding History

Executive Wealth Management’s Portfolio DUK Stock Details DUK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$258K	Sell
2024 Q3	$309K	Sell
2024 Q2	$274K	Buy
2024 Q1	$245K	Buy
2019 Q3	–	Sell
2019 Q2	$75K	Buy
2019 Q1	$56K	Buy
2018 Q4	$52K	Buy