CWS
Confluence Wealth Services’s PPL Corp PPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $618K | Hold |
18,250
| – | – | 0.03% | 222 |
|
|
2025
Q1 | $661K | Buy |
18,250
+40
| +0.2% | +$1.45K | 0.04% | 197 |
|
|
2024
Q4 | $596K | Sell |
18,210
-162
| -0.9% | -$5.3K | 0.04% | 200 |
|
|
2024
Q3 | $608K | Buy |
18,372
+3,543
| +24% | +$117K | 0.04% | 198 |
|
|
2024
Q2 | $410K | Sell |
14,829
-300
| -2% | -$8.3K | 0.03% | 249 |
|
|
2024
Q1 | $417K | Sell |
15,129
-1,681
| -10% | -$46.3K | 0.04% | 229 |
|
|
2023
Q4 | $456K | Sell |
16,810
-6,203
| -27% | -$168K | 0.05% | 196 |
|
|
2023
Q3 | $542K | Sell |
23,013
-559
| -2% | -$13.2K | 0.11% | 145 |
|
|
2023
Q2 | $624K | Buy |
23,572
+40
| +0.2% | +$1.06K | 0.13% | 128 |
|
|
2023
Q1 | $654K | Buy |
23,532
+775
| +3% | +$21.5K | 0.15% | 120 |
|
|
2022
Q4 | $665K | Sell |
22,757
-460
| -2% | -$13.4K | 0.17% | 113 |
|
|
2022
Q3 | $588K | Sell |
23,217
-700
| -3% | -$17.7K | 0.25% | 116 |
|
|
2022
Q2 | $703K | Sell |
23,917
-61
| -0.3% | -$1.79K | 0.31% | 110 |
|
|
2022
Q1 | $684K | Buy |
23,978
+1,008
| +4% | +$28.8K | 0.25% | 112 |
|
|
2021
Q4 | $690K | Buy |
+22,970
| New | +$690K | 0.22% | 109 |
|