Carolinas Wealth Consulting’s Piedmont Lithium PLL Stock Holding History

Carolinas Wealth Consulting’s Portfolio PLL Stock Details PLL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-400	Closed	-$2.52K	–	695
2025 Q1	$2.52K	Hold	400	–	–	﹤0.01%	750
2024 Q4	$3.5K	Hold	400	–	–	﹤0.01%	698
2024 Q3	$3.57K	Hold	400	–	–	﹤0.01%	711
2024 Q2	$3.99K	Hold	400	–	–	﹤0.01%	686
2024 Q1	$5.33K	Hold	400	–	–	﹤0.01%	638
2023 Q4	$11.3K	Hold	400	–	–	﹤0.01%	524
2023 Q3	$11K	Buy	+400	New	+$19.4K	﹤0.01%	508
2022 Q3	–	Sell	-298	Closed	-$11K	–	928
2022 Q2	$11K	Hold	298	–	–	﹤0.01%	558
2022 Q1	$22K	Hold	298	–	–	﹤0.01%	466
2021 Q4	$16K	Hold	298	–	–	﹤0.01%	540
2021 Q3	$16K	Buy	298 +86	+41%	+$5K	﹤0.01%	513
2021 Q2	$17K	Buy	+212	New	+$14.4K	﹤0.01%	530

Other funds holding PLL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carolinas Wealth Consulting's PLL Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Piedmont Lithium (PLL) in Q2 2025, closing a stake of 400 shares — an estimated $2.52K sold.

Carolinas Wealth Consulting first reported a position in PLL in Q2 2021 and held it in 12 quarters. The position peaked at $22K in Q1 2022. 87 funds tracked by Wall St. Rank hold PLL as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Piedmont Lithium position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 400 Piedmont Lithium shares in Q2 2025, an estimated $2.52K.
Carolinas Wealth Consulting first reported a position in Piedmont Lithium in Q2 2021 and held it in 12 quarters.
Carolinas Wealth Consulting's Piedmont Lithium position peaked at $22K in Q1 2022.
87 funds tracked by Wall St. Rank held Piedmont Lithium as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.