Farr Miller & Washington’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $712K | Hold |
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|
2021
Q2 | $720K | Hold |
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|
2021
Q1 | $704K | Hold |
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|
2020
Q4 | $668K | Buy |
|
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|
2020
Q3 | $616K | Buy |
|
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|
2020
Q2 | $551K | Sell |
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|
2020
Q1 | $623K | Buy |
|
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|
2019
Q4 | $629K | Hold |
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|
2019
Q3 | $661K | Buy |
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|
2019
Q2 | $557K | Hold |
|
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|
2019
Q1 | $568K | Hold |
|
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|
2018
Q4 | $545K | Sell |
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|
2018
Q3 | $540K | Hold |
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|
2018
Q2 | $534K | Hold |
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|
2018
Q1 | $523K | Hold |
|
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|
2017
Q4 | $568K | Buy |
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|
2017
Q3 | $410K | Hold |
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|
2017
Q2 | $409K | Buy |
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|
2017
Q1 | $373K | Sell |
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|
2016
Q4 | $428K | Sell |
|
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|
2016
Q3 | $444K | Buy |
|
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|
2016
Q2 | $470K | Hold |
|
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|
2016
Q1 | $442K | Buy |
|
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|
2015
Q4 | $380K | Hold |
|
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|
2015
Q3 | $383K | Sell |
|
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|
2015
Q2 | $395K | Sell |
|
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|
2015
Q1 | $487K | Buy |
|
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|
2014
Q4 | $467K | Hold |
|
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|
2014
Q3 | $418K | Sell |
|
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|
2014
Q2 | $469K | Hold |
|
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|
2014
Q1 | $451K | Buy |
|
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|
2013
Q4 | $402K | Sell |
|
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|
2013
Q3 | $398K | Hold |
|
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|
2013
Q2 | $402K | Buy |
|