FVWA
Foster Victor Wealth Advisors’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $986K | Buy |
8,417
+2
| +0% | +$234 | 0.07% | 117 |
|
|
2025
Q1 | $1M | Sell |
8,415
-433
| -5% | -$51.5K | 0.08% | 112 |
|
|
2024
Q4 | $967K | Buy |
8,848
+110
| +1% | +$12K | 0.07% | 114 |
|
|
2024
Q3 | $973K | Sell |
8,738
-410
| -4% | -$45.6K | 0.08% | 112 |
|
|
2024
Q2 | $975K | Buy |
9,148
+676
| +8% | +$72K | 0.08% | 113 |
|
|
2024
Q1 | $807K | Buy |
8,472
+431
| +5% | +$41.1K | 0.07% | 104 |
|
|
2023
Q4 | $799K | Buy |
8,041
+405
| +5% | +$40.3K | 0.08% | 104 |
|
|
2023
Q3 | $664K | Buy |
7,636
+50
| +0.7% | +$4.35K | 0.08% | 103 |
|
|
2023
Q2 | $695K | Sell |
7,586
-676
| -8% | -$61.9K | 0.08% | 105 |
|
|
2023
Q1 | $795K | Sell |
8,262
-103
| -1% | -$9.91K | 0.1% | 98 |
|
|
2022
Q4 | $880K | Buy |
8,365
+2,649
| +46% | +$279K | 0.11% | 92 |
|
|
2022
Q3 | $519K | Buy |
5,716
+2,114
| +59% | +$192K | 0.08% | 97 |
|
|
2022
Q2 | $387K | Buy |
3,602
+397
| +12% | +$42.7K | 0.06% | 105 |
|
|
2022
Q1 | $369K | Sell |
3,205
-529
| -14% | -$60.9K | 0.05% | 103 |
|
|
2021
Q4 | $387K | Buy |
3,734
+906
| +32% | +$93.9K | 0.05% | 108 |
|
|
2021
Q3 | $276K | Buy |
2,828
+112
| +4% | +$10.9K | 0.04% | 119 |
|
|
2021
Q2 | $268K | Buy |
2,716
+91
| +3% | +$8.98K | 0.04% | 124 |
|
|
2021
Q1 | $259K | Sell |
2,625
-450
| -15% | -$44.4K | 0.05% | 122 |
|
|
2020
Q4 | $282K | Buy |
3,075
+466
| +18% | +$42.7K | 0.06% | 118 |
|
|
2020
Q3 | $231K | Sell |
2,609
-33
| -1% | -$2.92K | 0.06% | 121 |
|
|
2020
Q2 | $211K | Buy |
2,642
+8
| +0.3% | +$639 | 0.07% | 113 |
|
|
2020
Q1 | $225K | Sell |
2,634
-1,012
| -28% | -$86.4K | 0.1% | 87 |
|
|
2019
Q4 | $330K | Sell |
3,646
-168
| -4% | -$15.2K | 0.14% | 80 |
|
|
2019
Q3 | $370K | Sell |
3,814
-1,249
| -25% | -$121K | 0.21% | 67 |
|
|
2019
Q2 | $454K | Sell |
5,063
-4,176
| -45% | -$374K | 0.33% | 60 |
|
|
2019
Q1 | $832K | Sell |
9,239
-1,378
| -13% | -$124K | 0.65% | 28 |
|
|
2018
Q4 | $916K | Buy |
+10,617
| New | +$916K | 0.86% | 11 |
|