Kohmann Bosshard Financial Services’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
Q2 | $284K | Hold |
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|
2025
Q1 | $293K | Sell |
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|
2024
Q4 | $270K | Sell |
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|
2024
Q3 | $291K | Hold |
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|
2024
Q2 | $253K | Hold |
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|
2024
Q1 | $244K | Buy |
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|
2023
Q4 | $223K | Hold |
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|
2023
Q3 | $203K | Hold |
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|
2023
Q2 | $206K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $205K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $198K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $146K | Sell |
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|
2019
Q2 | $350K | Buy |
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