MWM
Mission Wealth Management’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.88M | Buy |
15,896
+56
| +0.4% | +$6.61K | 0.04% | 215 |
|
|
2025
Q1 | $1.93M | Sell |
15,840
-1,155
| -7% | -$141K | 0.05% | 188 |
|
|
2024
Q4 | $1.83M | Sell |
16,995
-384
| -2% | -$41.4K | 0.04% | 185 |
|
|
2024
Q3 | $2M | Buy |
17,379
+2,292
| +15% | +$264K | 0.05% | 173 |
|
|
2024
Q2 | $1.51M | Sell |
15,087
-1,492
| -9% | -$150K | 0.04% | 193 |
|
|
2024
Q1 | $1.6M | Buy |
16,579
+1,834
| +12% | +$177K | 0.04% | 199 |
|
|
2023
Q4 | $1.43M | Buy |
14,745
+3,486
| +31% | +$338K | 0.05% | 181 |
|
|
2023
Q3 | $994K | Sell |
11,259
-242
| -2% | -$21.4K | 0.04% | 211 |
|
|
2023
Q2 | $1.03M | Buy |
11,501
+2,301
| +25% | +$206K | 0.04% | 203 |
|
|
2023
Q1 | $887K | Sell |
9,200
-2,058
| -18% | -$199K | 0.04% | 227 |
|
|
2022
Q4 | $1.16M | Buy |
11,258
+7,531
| +202% | +$776K | 0.06% | 180 |
|
|
2022
Q3 | $347K | Buy |
3,727
+1,212
| +48% | +$113K | 0.02% | 350 |
|
|
2022
Q2 | $270K | Sell |
2,515
-252
| -9% | -$27.1K | 0.01% | 404 |
|
|
2022
Q1 | $309K | Buy |
2,767
+40
| +1% | +$4.47K | 0.01% | 395 |
|
|
2021
Q4 | $286K | Sell |
2,727
-1,251
| -31% | -$131K | 0.01% | 421 |
|
|
2021
Q3 | $388K | Sell |
3,978
-2,641
| -40% | -$258K | 0.02% | 333 |
|
|
2021
Q2 | $653K | Buy |
6,619
+2,381
| +56% | +$235K | 0.03% | 235 |
|
|
2021
Q1 | $409K | Buy |
4,238
+679
| +19% | +$65.5K | 0.02% | 301 |
|
|
2020
Q4 | $326K | Sell |
3,559
-675
| -16% | -$61.8K | 0.02% | 326 |
|
|
2020
Q3 | $375K | Buy |
4,234
+1,059
| +33% | +$93.8K | 0.03% | 240 |
|
|
2020
Q2 | $254K | Buy |
+3,175
| New | +$254K | 0.02% | 278 |
|
|
2020
Q1 | – | Sell |
-2,411
| Closed | -$220K | – | 312 |
|
|
2019
Q4 | $220K | Buy |
2,411
+32
| +1% | +$2.92K | 0.02% | 311 |
|
|
2019
Q3 | $228K | Sell |
2,379
-911
| -28% | -$87.3K | 0.02% | 285 |
|
|
2019
Q2 | $290K | Buy |
+3,290
| New | +$290K | 0.03% | 241 |
|