HWMO
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Heritage Wealth Management (Ohio)’s PPL Corp PPL Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio PPL Stock Details PPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$200K Sell
5,914
-300
-5% -$10.2K 0.06% 232
2025
Q1 		$224K Sell
6,214
-300
-5% -$10.8K 0.08% 210
2024
Q4 		$211K Hold
6,514
– – 0.07% 216
2024
Q3 		$215K Buy
+6,514
New +$215K 0.07% 215