Mosaic Family Wealth Partners’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 | $387K | Sell |
|
|||||
|
2025
Q1 | $427K | Buy |
|
|||||
|
2024
Q4 | $354K | Sell |
|
|||||
|
2024
Q3 | $391K | Buy |
|
|||||
|
2024
Q2 | $296K | Buy |
|
|||||
|
2024
Q1 | $280K | Hold |
|
|||||
|
2023
Q4 | $281K | Sell |
|
|||||
|
2023
Q3 | $256K | Buy |
|
|||||
|
2023
Q2 | $260K | Sell |
|
|||||
|
2023
Q1 | $280K | Buy |
|
|||||
|
2022
Q4 | $298K | Buy |
|