Belpointe Asset Management’s PPL Corp PPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-14,961
| Closed | -$540K | – | 1007 |
|
|
2025
Q1 | $540K | Buy |
+14,961
| New | +$507K | 0.03% | 540 |
|
|
2023
Q2 | – | Sell |
-5,458
| Closed | -$152K | – | 2615 |
|
|
2023
Q1 | $152K | Sell |
5,458
-780
| -13% | -$22.1K | 0.01% | 1077 |
|
|
2022
Q4 | $182K | Buy |
6,238
+283
| +5% | +$7.78K | 0.01% | 946 |
|
|
2022
Q3 | $151K | Buy |
+5,955
| New | +$170K | 0.01% | 964 |
|
|
2022
Q2 | – | Sell |
-3,829
| Closed | -$109K | – | 1231 |
|
|
2022
Q1 | $109K | Sell |
3,829
-890
| -19% | -$25.1K | 0.01% | 1177 |
|
|
2021
Q4 | $143K | Sell |
4,719
-692
| -13% | -$20K | 0.01% | 1035 |
|
|
2021
Q3 | $150K | Sell |
5,411
-70
| -1% | -$2.02K | 0.01% | 979 |
|
|
2021
Q2 | $154K | Sell |
5,481
-1,305
| -19% | -$37.7K | 0.01% | 941 |
|
|
2021
Q1 | $196K | Buy |
6,786
+1,427
| +27% | +$40K | 0.02% | 757 |
|
|
2020
Q4 | $151K | Sell |
5,359
-102
| -2% | -$2.9K | 0.01% | 801 |
|
|
2020
Q3 | $149K | Sell |
5,461
-70
| -1% | -$1.89K | 0.02% | 644 |
|
|
2020
Q2 | $142K | Buy |
5,531
+931
| +20% | +$24.2K | 0.02% | 629 |
|
|
2020
Q1 | $113K | Sell |
4,600
-3,900
| -46% | -$126K | 0.02% | 580 |
|
|
2019
Q4 | $305K | Buy |
8,500
+4,358
| +105% | +$146K | 0.04% | 441 |
|
|
2019
Q3 | $130K | Buy |
4,142
+301
| +8% | +$9.1K | 0.02% | 599 |
|
|
2019
Q2 | $119K | Sell |
3,841
-1,135
| -23% | -$35.2K | 0.02% | 545 |
|
|
2019
Q1 | $158K | Buy |
+4,976
| New | +$155K | 0.03% | 348 |
|
|
2018
Q1 | – | Sell |
-7,614
| Closed | -$236K | – | 446 |
|
|
2017
Q4 | $236K | Buy |
7,614
+1,380
| +22% | +$49.6K | 0.05% | 389 |
|
|
2017
Q3 | $237K | Buy |
+6,234
| New | +$241K | 0.06% | 367 |
|
Other funds holding PPL
