Primoris Wealth Advisors’s Duke Energy DUK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,148	Closed	-$248K	–	93
2024 Q3	$248K	Hold	2,148	–	–	0.18%	92
2024 Q2	$215K	Buy	+2,148	New	+$215K	0.17%	92