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