GWMIA
Global Wealth Management Investment Advisory’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.55M | Sell |
38,558
-4,061
| -10% | -$479K | 0.85% | 43 |
|
|
2025
Q1 | $5.2M | Buy |
42,619
+688
| +2% | +$83.9K | 1.04% | 25 |
|
|
2024
Q4 | $4.52M | Buy |
41,931
+1,093
| +3% | +$118K | 0.93% | 32 |
|
|
2024
Q3 | $4.71M | Sell |
40,838
-6,598
| -14% | -$761K | 1.02% | 31 |
|
|
2024
Q2 | $4.75M | Buy |
47,436
+1,739
| +4% | +$174K | 1.11% | 27 |
|
|
2024
Q1 | $4.42M | Buy |
45,697
+1,980
| +5% | +$191K | 1.08% | 25 |
|
|
2023
Q4 | $4.24M | Sell |
43,717
-118
| -0.3% | -$11.5K | 1.09% | 22 |
|
|
2023
Q3 | $3.87M | Buy |
43,835
+3,068
| +8% | +$271K | 1.08% | 23 |
|
|
2023
Q2 | $3.66M | Buy |
40,767
+1,013
| +3% | +$90.9K | 1% | 30 |
|
|
2023
Q1 | $3.84M | Buy |
39,754
+2,590
| +7% | +$250K | 1.15% | 22 |
|
|
2022
Q4 | $3.83M | Buy |
37,164
+9,464
| +34% | +$975K | 1.25% | 22 |
|
|
2022
Q3 | $2.58M | Buy |
27,700
+413
| +2% | +$38.4K | 0.92% | 41 |
|
|
2022
Q2 | $2.93M | Buy |
27,287
+1,392
| +5% | +$149K | 0.99% | 37 |
|
|
2022
Q1 | $2.89M | Buy |
25,895
+1,730
| +7% | +$193K | 0.86% | 44 |
|
|
2021
Q4 | $2.54M | Buy |
24,165
+922
| +4% | +$96.7K | 0.76% | 50 |
|
|
2021
Q3 | $2.27M | Buy |
23,243
+747
| +3% | +$72.9K | 0.72% | 52 |
|
|
2021
Q2 | $2.22M | Buy |
22,496
+636
| +3% | +$62.8K | 0.74% | 49 |
|
|
2021
Q1 | $2.11M | Sell |
21,860
-2,388
| -10% | -$230K | 0.76% | 46 |
|
|
2020
Q4 | $2.22M | Buy |
24,248
+106
| +0.4% | +$9.71K | 0.86% | 39 |
|
|
2020
Q3 | $2.14M | Buy |
24,142
+1,233
| +5% | +$109K | 0.92% | 34 |
|
|
2020
Q2 | $1.83M | Buy |
22,909
+95
| +0.4% | +$7.59K | 0.78% | 48 |
|
|
2020
Q1 | $1.85M | Sell |
22,814
-994
| -4% | -$80.4K | 0.93% | 37 |
|
|
2019
Q4 | $2.17M | Buy |
23,808
+1,921
| +9% | +$175K | 0.92% | 35 |
|
|
2019
Q3 | $2.1M | Buy |
21,887
+736
| +3% | +$70.6K | 0.96% | 36 |
|
|
2019
Q2 | $1.87M | Buy |
21,151
+1,172
| +6% | +$103K | 0.9% | 38 |
|
|
2019
Q1 | $1.8M | Sell |
19,979
-1,230
| -6% | -$111K | 0.93% | 37 |
|
|
2018
Q4 | $1.83M | Buy |
+21,209
| New | +$1.83M | 1.06% | 31 |
|