LWM
Liberty Wealth Management’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Sell |
1,836
-97
| -5% | -$11.4K | 0.03% | 215 |
|
|
2025
Q1 | $236K | Sell |
1,933
-83
| -4% | -$10.1K | 0.05% | 139 |
|
|
2024
Q4 | $217K | Buy |
2,016
+138
| +7% | +$14.9K | 0.04% | 194 |
|
|
2024
Q3 | $217K | Sell |
1,878
-5,982
| -76% | -$691K | 0.04% | 199 |
|
|
2024
Q2 | $231K | Buy |
7,860
+5,622
| +251% | +$165K | 0.04% | 179 |
|
|
2024
Q1 | $216K | Buy |
2,238
+70
| +3% | +$6.76K | 0.04% | 175 |
|
|
2023
Q4 | $210K | Buy |
+2,168
| New | +$210K | 0.05% | 156 |
|
|
2023
Q2 | – | Sell |
-2,082
| Closed | -$201K | – | 201 |
|
|
2023
Q1 | $201K | Buy |
+2,082
| New | +$201K | 0.04% | 220 |
|
|
2022
Q3 | – | Sell |
-1,912
| Closed | -$205K | – | 152 |
|
|
2022
Q2 | $205K | Sell |
1,912
-76
| -4% | -$8.15K | 0.08% | 135 |
|
|
2022
Q1 | $222K | Buy |
+1,988
| New | +$222K | 0.08% | 134 |
|
|
2021
Q4 | – | Sell |
-2,746
| Closed | -$272K | – | 161 |
|
|
2021
Q3 | $272K | Buy |
2,746
+826
| +43% | +$81.8K | 0.1% | 128 |
|
|
2021
Q2 | $190K | Buy |
1,920
+29
| +2% | +$2.87K | 0.07% | 141 |
|
|
2021
Q1 | $176K | Hold |
1,891
| – | – | 0.09% | 119 |
|
|
2020
Q4 | $176K | Buy |
1,891
+257
| +16% | +$23.9K | 0.09% | 118 |
|
|
2020
Q3 | $145K | Sell |
1,634
-101
| -6% | -$8.96K | 0.09% | 122 |
|
|
2020
Q2 | $140K | Buy |
1,735
+32
| +2% | +$2.58K | 0.1% | 116 |
|
|
2020
Q1 | $138K | Buy |
1,703
+239
| +16% | +$19.4K | 0.12% | 109 |
|
|
2019
Q4 | $133K | Buy |
1,464
+26
| +2% | +$2.36K | 0.1% | 128 |
|
|
2019
Q3 | $138K | Sell |
1,438
-458
| -24% | -$44K | 0.13% | 119 |
|
|
2019
Q2 | $167K | Buy |
1,896
+484
| +34% | +$42.6K | 0.15% | 117 |
|
|
2019
Q1 | $127K | Sell |
1,412
-153
| -10% | -$13.8K | 0.1% | 117 |
|
|
2018
Q4 | $135K | Buy |
+1,565
| New | +$135K | 0.1% | 109 |
|