Wealth Management Associates’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 | $768K | Sell |
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|
2025
Q1 | $819K | Hold |
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|
2024
Q4 | $723K | Hold |
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|
2024
Q3 | $774K | Buy |
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|
2024
Q2 | $643K | Hold |
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|
2024
Q1 | $643K | Hold |
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|
2023
Q4 | $622K | Sell |
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|
2023
Q3 | $569K | Buy |
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|
2023
Q2 | $576K | Buy |
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|
2023
Q1 | $615K | Buy |
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|
2022
Q4 | $650K | Sell |
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|
2022
Q3 | $597K | Hold |
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|
2022
Q2 | $688K | Buy |
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|
2022
Q1 | $273K | Buy |
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|
2021
Q4 | $236K | Hold |
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|
2021
Q3 | $220K | Sell |
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|
2021
Q2 | $275K | Sell |
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|
2021
Q1 | $346K | Hold |
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|
2020
Q4 | $328K | Hold |
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|
2020
Q3 | $317K | Buy |
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|
2020
Q2 | $278K | Buy |
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|
2020
Q1 | $267K | Buy |
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|
2019
Q4 | $282K | Hold |
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|
2019
Q3 | $297K | Buy |
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