RWB
RMR Wealth Builders’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.07M | Buy |
17,534
+1,246
| +8% | +$147K | 0.19% | 73 |
|
|
2025
Q1 | $1.99M | Buy |
16,288
+694
| +4% | +$84.6K | 0.21% | 65 |
|
|
2024
Q4 | $1.68M | Buy |
15,594
+1,222
| +9% | +$132K | 0.17% | 71 |
|
|
2024
Q3 | $1.66M | Sell |
14,372
-229
| -2% | -$26.4K | 0.18% | 71 |
|
|
2024
Q2 | $1.46M | Buy |
14,601
+2,166
| +17% | +$217K | 0.17% | 74 |
|
|
2024
Q1 | $1.2M | Buy |
12,435
+2,317
| +23% | +$224K | 0.15% | 86 |
|
|
2023
Q4 | $982K | Buy |
10,118
+2,507
| +33% | +$243K | 0.14% | 86 |
|
|
2023
Q3 | $672K | Buy |
7,611
+4,783
| +169% | +$422K | 0.11% | 102 |
|
|
2023
Q2 | $254K | Buy |
2,828
+179
| +7% | +$16.1K | 0.04% | 179 |
|
|
2023
Q1 | $256K | Buy |
+2,649
| New | +$256K | 0.05% | 175 |
|
|
2021
Q2 | – | Sell |
-814
| Closed | -$79K | – | 312 |
|
|
2021
Q1 | $79K | Buy |
+814
| New | +$79K | 0.02% | 302 |
|
|
2020
Q4 | – | Sell |
-2,685
| Closed | -$238K | – | 525 |
|
|
2020
Q3 | $238K | Buy |
+2,685
| New | +$238K | 0.06% | 177 |
|