BWP
Bernardo Wealth Planning’s PPL Corp PPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,376
| Closed | -$230K | – | 125 |
|
|
2025
Q1 | $230K | Buy |
6,376
+41
| +0.6% | +$1.48K | 0.06% | 101 |
|
|
2024
Q4 | $201K | Buy |
6,335
+57
| +0.9% | +$1.81K | 0.05% | 107 |
|
|
2024
Q3 | $203K | Buy |
+6,278
| New | +$203K | 0.05% | 110 |
|
|
2021
Q2 | – | Sell |
-7,221
| Closed | -$208K | – | 80 |
|
|
2021
Q1 | $208K | Sell |
7,221
-41,518
| -85% | -$1.2M | 0.13% | 72 |
|
|
2020
Q4 | $1.37M | Sell |
48,739
-3,904
| -7% | -$110K | 0.53% | 34 |
|
|
2020
Q3 | $1.43M | Sell |
52,643
-400
| -0.8% | -$10.9K | 0.64% | 30 |
|
|
2020
Q2 | $1.37M | Buy |
53,043
+4,666
| +10% | +$121K | 0.74% | 29 |
|
|
2020
Q1 | $1.19M | Buy |
48,377
+4,734
| +11% | +$117K | 0.83% | 32 |
|
|
2019
Q4 | $1.57M | Sell |
43,643
-280
| -0.6% | -$10K | 0.95% | 27 |
|
|
2019
Q3 | $1.38M | Sell |
43,923
-1,321
| -3% | -$41.6K | 1% | 25 |
|
|
2019
Q2 | $1.4M | Buy |
45,244
+1,702
| +4% | +$52.8K | 1.1% | 25 |
|
|
2019
Q1 | $1.38M | Buy |
43,542
+68
| +0.2% | +$2.16K | 1.09% | 26 |
|
|
2018
Q4 | $1.23M | Buy |
+43,474
| New | +$1.23M | 1.09% | 21 |
|