U S Wealth Group, Llc. Duke Energy Corp New Transaction History

U S Wealth Group, Llc.

  • $153 Billion
  • Q3 2025
Number of Shares
21,490
Previous 20,760 3.52%
Holding current value
$2.66 Billion
Previous $2.45 Billion 8.56%
% of portfolio
1.74%
Previous 1.91%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 17, 2025
BUY
N/A
730 Added 3.52%
21,490 $2.66 Billion
Q2 2025

Aug 15, 2025
BUY
N/A
601 Added 2.98%
20,760 $2.45 Billion
Q1 2025

May 15, 2025
SELL
N/A
-634 Reduced 3.05%
20,159 $2.46 Billion
Q4 2024

Feb 13, 2025
BUY
N/A
20,793 New
20,793 $2.24 Billion
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