WMS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $279K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $203K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $207K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $209K | Sell |
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|
2021
Q1 | $212K | Sell |
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|
2020
Q4 | $230K | Buy |
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|
2020
Q3 | $213K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $220K | Sell |
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|
2019
Q3 | $279K | Sell |
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|
2019
Q2 | $358K | Buy |
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|
2019
Q1 | $285K | Sell |
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|
2018
Q4 | $301K | Sell |
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|
2018
Q3 | $286K | Hold |
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|
2018
Q2 | $283K | Sell |
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|
2018
Q1 | $321K | Buy |
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|
2017
Q4 | $342K | Sell |
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|
2017
Q3 | $344K | Buy |
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|
2017
Q2 | $296K | Buy |
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|
2017
Q1 | $281K | Buy |
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|
2016
Q4 | $246K | Buy |
|
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|
2016
Q3 | – | Sell |
|
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|
2016
Q2 | $201K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $250K | Buy |
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|
2015
Q1 | $216K | Sell |
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|
2014
Q4 | $300K | Buy |
|