TrueWealth Advisors’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
Q3 | $476K | Buy |
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|
2025
Q2 | $267K | Sell |
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|
2025
Q1 | $278K | Sell |
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|
2024
Q4 | $247K | Buy |
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|
2024
Q3 | $264K | Buy |
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|
2024
Q2 | $225K | Sell |
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|
2024
Q1 | $235K | Buy |
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|
2023
Q4 | $222K | Buy |
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|
2023
Q3 | $200K | Sell |
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|
2023
Q2 | $204K | Sell |
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|
2023
Q1 | $233K | Buy |
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|
2022
Q4 | $249K | Sell |
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|
2022
Q3 | $227K | Buy |
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|
2022
Q2 | $260K | Buy |
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|
2022
Q1 | $215K | Hold |
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|
2021
Q4 | $215K | Buy |
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