Westmount Partners’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 | $494K | Sell |
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|
2025
Q2 | $479K | Buy |
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|
2025
Q1 | $485K | Buy |
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|
2024
Q4 | $426K | Buy |
|
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|
2024
Q3 | $453K | Sell |
|
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|
2024
Q2 | $406K | Buy |
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|
2024
Q1 | $390K | Buy |
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|
2023
Q4 | $389K | Buy |
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|
2023
Q3 | $340K | Sell |
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|
2023
Q2 | $352K | Buy |
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|
2023
Q1 | $378K | Buy |
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|
2022
Q4 | $382K | Buy |
|