BCWM
Bartlett & Co Wealth Management’s PPL Corp PPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.2K | Buy |
1,059
+235
| +29% | +$8.03K | ﹤0.01% | 713 |
|
|
2025
Q1 | $30K | Sell |
824
-395
| -32% | -$14.4K | ﹤0.01% | 748 |
|
|
2024
Q4 | $39.9K | Hold |
1,219
| – | – | ﹤0.01% | 697 |
|
|
2024
Q3 | $40.6K | Hold |
1,219
| – | – | ﹤0.01% | 696 |
|
|
2024
Q2 | $34K | Hold |
1,219
| – | – | ﹤0.01% | 732 |
|
|
2024
Q1 | $34K | Sell |
1,219
-400
| -25% | -$11.1K | ﹤0.01% | 726 |
|
|
2023
Q4 | $44.6K | Sell |
1,619
-1,235
| -43% | -$34K | ﹤0.01% | 727 |
|
|
2023
Q3 | $67.9K | Hold |
2,854
| – | – | ﹤0.01% | 600 |
|
|
2023
Q2 | $76.2K | Buy |
2,854
+2,385
| +509% | +$63.7K | ﹤0.01% | 587 |
|
|
2023
Q1 | $13.1K | Hold |
469
| – | – | ﹤0.01% | 783 |
|
|
2022
Q4 | $13.8K | Hold |
469
| – | – | ﹤0.01% | 783 |
|
|
2022
Q3 | $12K | Hold |
469
| – | – | ﹤0.01% | 795 |
|
|
2022
Q2 | $12.8K | Hold |
469
| – | – | ﹤0.01% | 822 |
|
|
2022
Q1 | $13.5K | Buy |
+469
| New | +$13.5K | ﹤0.01% | 789 |
|
|
2021
Q4 | – | Sell |
-469
| Closed | -$13.3K | – | 756 |
|
|
2021
Q3 | $13.3K | Hold |
469
| – | – | ﹤0.01% | 676 |
|
|
2021
Q2 | $13.3K | Hold |
469
| – | – | ﹤0.01% | 664 |
|
|
2021
Q1 | $13.7K | Hold |
469
| – | – | ﹤0.01% | 703 |
|
|
2020
Q4 | $13.4K | Buy |
469
+69
| +17% | +$1.97K | ﹤0.01% | 703 |
|
|
2020
Q3 | $11.1K | Hold |
400
| – | – | ﹤0.01% | 669 |
|
|
2020
Q2 | $10.7K | Sell |
400
-400
| -50% | -$10.7K | ﹤0.01% | 672 |
|
|
2020
Q1 | $20.1K | Hold |
800
| – | – | ﹤0.01% | 586 |
|
|
2019
Q4 | $29K | Hold |
800
| – | – | ﹤0.01% | 609 |
|
|
2019
Q3 | $25.5K | Buy |
800
+400
| +100% | +$12.8K | ﹤0.01% | 624 |
|
|
2019
Q2 | $12.6K | Hold |
400
| – | – | ﹤0.01% | 574 |
|
|
2019
Q1 | $12.9K | Hold |
400
| – | – | ﹤0.01% | 562 |
|
|
2018
Q4 | $11.5K | Hold |
400
| – | – | ﹤0.01% | 572 |
|
|
2018
Q3 | $11.9K | Hold |
400
| – | – | ﹤0.01% | 591 |
|
|
2018
Q2 | $11.6K | Hold |
400
| – | – | ﹤0.01% | 587 |
|
|
2018
Q1 | $11.5K | Buy |
+400
| New | +$11.5K | ﹤0.01% | 596 |
|