LWAM
Legacy Wealth Asset Management’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $782K | Sell |
6,627
-58
| -0.9% | -$6.84K | 0.2% | 136 |
|
|
2025
Q1 | $815K | Sell |
6,685
-129
| -2% | -$15.7K | 0.23% | 118 |
|
|
2024
Q4 | $734K | Sell |
6,814
-207
| -3% | -$22.3K | 0.2% | 147 |
|
|
2024
Q3 | $810K | Sell |
7,021
-5
| -0.1% | -$576 | 0.22% | 128 |
|
|
2024
Q2 | $704K | Sell |
7,026
-863
| -11% | -$86.5K | 0.2% | 141 |
|
|
2024
Q1 | $763K | Buy |
7,889
+87
| +1% | +$8.41K | 0.21% | 135 |
|
|
2023
Q4 | $757K | Buy |
7,802
+20
| +0.3% | +$1.94K | 0.25% | 119 |
|
|
2023
Q3 | $687K | Buy |
7,782
+51
| +0.7% | +$4.5K | 0.25% | 121 |
|
|
2023
Q2 | $694K | Buy |
7,731
+3
| +0% | +$269 | 0.24% | 130 |
|
|
2023
Q1 | $746K | Buy |
7,728
+1
| +0% | +$96 | 0.27% | 118 |
|
|
2022
Q4 | $796K | Buy |
7,727
+145
| +2% | +$14.9K | 0.3% | 111 |
|
|
2022
Q3 | $705K | Sell |
7,582
-1,528
| -17% | -$142K | 0.31% | 107 |
|
|
2022
Q2 | $977K | Buy |
9,110
+11
| +0.1% | +$1.18K | 0.4% | 74 |
|
|
2022
Q1 | $1.02M | Buy |
9,099
+255
| +3% | +$28.5K | 0.36% | 95 |
|
|
2021
Q4 | $928K | Buy |
8,844
+779
| +10% | +$81.7K | 0.31% | 122 |
|
|
2021
Q3 | $787K | Buy |
8,065
+78
| +1% | +$7.61K | 0.36% | 111 |
|
|
2021
Q2 | $788K | Buy |
7,987
+196
| +3% | +$19.3K | 0.35% | 116 |
|
|
2021
Q1 | $752K | Buy |
7,791
+208
| +3% | +$20.1K | 0.35% | 115 |
|
|
2020
Q4 | $694K | Buy |
+7,583
| New | +$694K | 0.35% | 112 |
|