Carson Wealth (CWM LLC)’s PPL Corp PPL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $632K | Sell |
18,649
-1,018
| -5% | -$34.5K | ﹤0.01% | 1492 |
|
2025
Q1 | $710K | Sell |
19,667
-7,822
| -28% | -$282K | ﹤0.01% | 1314 |
|
2024
Q4 | $892K | Buy |
27,489
+2,940
| +12% | +$95.4K | ﹤0.01% | 1142 |
|
2024
Q3 | $812K | Buy |
24,549
+661
| +3% | +$21.9K | ﹤0.01% | 1140 |
|
2024
Q2 | $660K | Buy |
23,888
+100
| +0.4% | +$2.76K | ﹤0.01% | 1086 |
|
2024
Q1 | $655K | Sell |
23,788
-4,031
| -14% | -$111K | ﹤0.01% | 1025 |
|
2023
Q4 | $754K | Sell |
27,819
-1,657
| -6% | -$44.9K | ﹤0.01% | 920 |
|
2023
Q3 | $694K | Buy |
29,476
+370
| +1% | +$8.71K | ﹤0.01% | 874 |
|
2023
Q2 | $770K | Buy |
29,106
+1,987
| +7% | +$52.6K | ﹤0.01% | 797 |
|
2023
Q1 | $754K | Buy |
27,119
+598
| +2% | +$16.6K | 0.01% | 749 |
|
2022
Q4 | $775K | Buy |
26,521
+3,608
| +16% | +$105K | 0.01% | 684 |
|
2022
Q3 | $581K | Buy |
22,913
+11,329
| +98% | +$287K | ﹤0.01% | 703 |
|
2022
Q2 | $314K | Buy |
11,584
+5,963
| +106% | +$162K | ﹤0.01% | 874 |
|
2022
Q1 | $161K | Sell |
5,621
-1,630
| -22% | -$46.7K | ﹤0.01% | 1127 |
|
2021
Q4 | $218K | Buy |
+7,251
| New | +$218K | ﹤0.01% | 991 |
|
2021
Q2 | $179K | Hold |
6,398
| – | – | ﹤0.01% | 936 |
|
2021
Q1 | $179K | Hold |
6,398
| – | – | ﹤0.01% | 936 |
|
2020
Q4 | $179K | Hold |
6,398
| – | – | ﹤0.01% | 936 |
|
2020
Q3 | $179K | Hold |
6,398
| – | – | ﹤0.01% | 936 |
|
2020
Q2 | $179K | Hold |
6,398
| – | – | ﹤0.01% | 936 |
|
2020
Q1 | $179K | Hold |
6,398
| – | – | ﹤0.01% | 936 |
|
2019
Q4 | $179K | Hold |
6,398
| – | – | ﹤0.01% | 936 |
|
2019
Q3 | $179K | Hold |
6,398
| – | – | ﹤0.01% | 936 |
|
2019
Q2 | $179K | Hold |
6,398
| – | – | ﹤0.01% | 936 |
|
2019
Q1 | $179K | Buy |
6,398
+4,560
| +248% | +$128K | ﹤0.01% | 936 |
|
2018
Q4 | $52K | Sell |
1,838
-19,566
| -91% | -$554K | ﹤0.01% | 872 |
|
2018
Q3 | $626K | Buy |
21,404
+20,682
| +2,865% | +$605K | 0.02% | 361 |
|
2018
Q2 | $21K | Buy |
722
+237
| +49% | +$6.89K | ﹤0.01% | 830 |
|
2018
Q1 | $14K | Buy |
485
+46
| +10% | +$1.33K | ﹤0.01% | 786 |
|
2017
Q4 | $14K | Sell |
439
-378
| -46% | -$12.1K | ﹤0.01% | 791 |
|
2017
Q3 | $31K | Buy |
817
+417
| +104% | +$15.8K | ﹤0.01% | 616 |
|
2017
Q2 | $15K | Hold |
400
| – | – | ﹤0.01% | 695 |
|
2017
Q1 | $15K | Sell |
400
-263
| -40% | -$9.86K | ﹤0.01% | 667 |
|
2016
Q4 | $23K | Buy |
+663
| New | +$23K | ﹤0.01% | 560 |
|