WMA
Wealth Management Associates’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $768K | Sell |
6,512
-200
| -3% | -$23.6K | 0.3% | 67 |
|
|
2025
Q1 | $819K | Hold |
6,712
| – | – | 0.35% | 59 |
|
|
2024
Q4 | $723K | Hold |
6,712
| – | – | 0.31% | 65 |
|
|
2024
Q3 | $774K | Buy |
6,712
+300
| +5% | +$34.6K | 0.34% | 62 |
|
|
2024
Q2 | $643K | Hold |
6,412
| – | – | 0.3% | 68 |
|
|
2024
Q1 | $643K | Hold |
6,412
| – | – | 0.3% | 68 |
|
|
2023
Q4 | $622K | Sell |
6,412
-35
| -0.5% | -$3.4K | 0.33% | 68 |
|
|
2023
Q3 | $569K | Buy |
6,447
+25
| +0.4% | +$2.21K | 0.33% | 71 |
|
|
2023
Q2 | $576K | Buy |
6,422
+50
| +0.8% | +$4.49K | 0.33% | 72 |
|
|
2023
Q1 | $615K | Buy |
6,372
+57
| +0.9% | +$5.5K | 0.38% | 67 |
|
|
2022
Q4 | $650K | Sell |
6,315
-103
| -2% | -$10.6K | 0.43% | 59 |
|
|
2022
Q3 | $597K | Hold |
6,418
| – | – | 0.42% | 60 |
|
|
2022
Q2 | $688K | Buy |
6,418
+3,970
| +162% | +$426K | 0.47% | 47 |
|
|
2022
Q1 | $273K | Buy |
2,448
+196
| +9% | +$21.9K | 0.16% | 153 |
|
|
2021
Q4 | $236K | Hold |
2,252
| – | – | 0.13% | 175 |
|
|
2021
Q3 | $220K | Sell |
2,252
-535
| -19% | -$52.2K | 0.13% | 176 |
|
|
2021
Q2 | $275K | Sell |
2,787
-796
| -22% | -$78.6K | 0.16% | 152 |
|
|
2021
Q1 | $346K | Hold |
3,583
| – | – | 0.22% | 116 |
|
|
2020
Q4 | $328K | Hold |
3,583
| – | – | 0.22% | 118 |
|
|
2020
Q3 | $317K | Buy |
3,583
+100
| +3% | +$8.86K | 0.25% | 102 |
|
|
2020
Q2 | $278K | Buy |
3,483
+186
| +6% | +$14.9K | 0.23% | 105 |
|
|
2020
Q1 | $267K | Buy |
3,297
+200
| +6% | +$16.2K | 0.27% | 91 |
|
|
2019
Q4 | $282K | Hold |
3,097
| – | – | 0.2% | 114 |
|
|
2019
Q3 | $297K | Buy |
+3,097
| New | +$297K | 0.24% | 103 |
|