RMR Wealth Builders’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 | $2.07M | Buy |
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|
2025
Q1 | $1.99M | Buy |
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|
2024
Q4 | $1.68M | Buy |
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|
2024
Q3 | $1.66M | Sell |
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|
2024
Q2 | $1.46M | Buy |
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|
2024
Q1 | $1.2M | Buy |
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|
2023
Q4 | $982K | Buy |
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|
2023
Q3 | $672K | Buy |
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|
2023
Q2 | $254K | Buy |
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|
2023
Q1 | $256K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $79K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $238K | Buy |
|