TrueWealth Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $267K | Sell |
2,266
-12
| -0.5% | -$1.42K | 0.08% | 189 |
|
|
2025
Q1 | $278K | Sell |
2,278
-15
| -0.7% | -$1.83K | 0.09% | 171 |
|
|
2024
Q4 | $247K | Buy |
2,293
+6
| +0.3% | +$646 | 0.08% | 194 |
|
|
2024
Q3 | $264K | Buy |
2,287
+43
| +2% | +$4.96K | 0.09% | 185 |
|
|
2024
Q2 | $225K | Sell |
2,244
-185
| -8% | -$18.5K | 0.08% | 209 |
|
|
2024
Q1 | $235K | Buy |
2,429
+143
| +6% | +$13.8K | 0.09% | 184 |
|
|
2023
Q4 | $222K | Buy |
2,286
+17
| +0.7% | +$1.65K | 0.09% | 177 |
|
|
2023
Q3 | $200K | Sell |
2,269
-5
| -0.2% | -$441 | 0.08% | 193 |
|
|
2023
Q2 | $204K | Sell |
2,274
-143
| -6% | -$12.8K | 0.08% | 183 |
|
|
2023
Q1 | $233K | Buy |
2,417
+1
| +0% | +$96 | 0.1% | 163 |
|
|
2022
Q4 | $249K | Sell |
2,416
-21
| -0.9% | -$2.16K | 0.11% | 148 |
|
|
2022
Q3 | $227K | Buy |
2,437
+10
| +0.4% | +$931 | 0.11% | 140 |
|
|
2022
Q2 | $260K | Buy |
2,427
+378
| +18% | +$40.5K | 0.12% | 132 |
|
|
2022
Q1 | $215K | Hold |
2,049
| – | – | 0.1% | 165 |
|
|
2021
Q4 | $215K | Buy |
+2,049
| New | +$215K | 0.1% | 165 |
|