GGM Wealth Advisors’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
Q1 | $373K | Buy |
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|
2024
Q4 | $331K | Sell |
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|
2024
Q3 | $412K | Buy |
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|
2024
Q2 | $356K | Buy |
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|
2024
Q1 | $343K | Buy |
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|
2023
Q4 | $335K | Buy |
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|
2023
Q3 | $279K | Buy |
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|
2023
Q2 | $285K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $325K | Buy |
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|
2022
Q3 | $269K | Buy |
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|
2022
Q2 | $297K | Buy |
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|
2022
Q1 | $313K | Buy |
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|
2021
Q4 | $280K | Buy |
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|
2021
Q3 | $277K | Buy |
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|
2021
Q2 | $281K | Sell |
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|
2021
Q1 | $279K | Sell |
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|
2020
Q4 | $257K | Buy |
|