KMWM
Keudell/Morrison Wealth Management’s PPL Corp PPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $401K | Sell |
11,827
-1,093
| -8% | -$37K | 0.09% | 138 |
|
|
2025
Q1 | $467K | Buy |
12,920
+1,329
| +11% | +$48K | 0.11% | 116 |
|
|
2024
Q4 | $376K | Sell |
11,591
-156
| -1% | -$5.06K | 0.1% | 138 |
|
|
2024
Q3 | $389K | Buy |
11,747
+60
| +0.5% | +$1.99K | 0.11% | 133 |
|
|
2024
Q2 | $323K | Buy |
11,687
+1,191
| +11% | +$32.9K | 0.09% | 151 |
|
|
2024
Q1 | $289K | Buy |
10,496
+485
| +5% | +$13.4K | 0.09% | 160 |
|
|
2023
Q4 | $271K | Sell |
10,011
-1,462
| -13% | -$39.6K | 0.09% | 161 |
|
|
2023
Q3 | $270K | Sell |
11,473
-600
| -5% | -$14.1K | 0.08% | 150 |
|
|
2023
Q2 | $319K | Sell |
12,073
-1,884
| -13% | -$49.9K | 0.09% | 141 |
|
|
2023
Q1 | $388K | Sell |
13,957
-1,580
| -10% | -$43.9K | 0.11% | 116 |
|
|
2022
Q4 | $454K | Sell |
15,537
-3,605
| -19% | -$105K | 0.15% | 98 |
|
|
2022
Q3 | $485K | Sell |
19,142
-4,713
| -20% | -$119K | 0.18% | 89 |
|
|
2022
Q2 | $647K | Sell |
23,855
-5,798
| -20% | -$157K | 0.24% | 85 |
|
|
2022
Q1 | $847K | Sell |
29,653
-4,829
| -14% | -$138K | 0.35% | 69 |
|
|
2021
Q4 | $1.04M | Sell |
34,482
-1,299
| -4% | -$39.1K | 0.41% | 58 |
|
|
2021
Q3 | $998K | Buy |
35,781
+3,925
| +12% | +$109K | 0.43% | 58 |
|
|
2021
Q2 | $891K | Buy |
31,856
+510
| +2% | +$14.3K | 0.49% | 62 |
|
|
2021
Q1 | $904K | Sell |
31,346
-3,005
| -9% | -$86.7K | 0.52% | 58 |
|
|
2020
Q4 | $969K | Sell |
34,351
-240
| -0.7% | -$6.77K | 0.62% | 52 |
|
|
2020
Q3 | $941K | Buy |
34,591
+5,595
| +19% | +$152K | 0.6% | 47 |
|
|
2020
Q2 | $749K | Sell |
28,996
-1,352
| -4% | -$34.9K | 0.62% | 58 |
|
|
2020
Q1 | $749K | Buy |
30,348
+7
| +0% | +$173 | 0.73% | 50 |
|
|
2019
Q4 | $1.09M | Buy |
30,341
+1,467
| +5% | +$52.7K | 0.75% | 41 |
|
|
2019
Q3 | $909K | Buy |
28,874
+5,383
| +23% | +$169K | 0.75% | 48 |
|
|
2019
Q2 | $700K | Buy |
23,491
+9,028
| +62% | +$269K | 0.61% | 56 |
|
|
2019
Q1 | $459K | Buy |
+14,463
| New | +$459K | 0.4% | 81 |
|