Modera Wealth Management’s PPL Corp PPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$796K Sell
23,489
-1
-0% -$34 0.01% 362
2025
Q1
$848K Sell
23,490
-3,186
-12% -$115K 0.01% 343
2024
Q4
$866K Buy
26,676
+205
+0.8% +$6.65K 0.01% 353
2024
Q3
$876K Sell
26,471
-1,997
-7% -$66.1K 0.01% 328
2024
Q2
$787K Sell
28,468
-2,495
-8% -$69K 0.01% 323
2024
Q1
$852K Buy
30,963
+4,418
+17% +$122K 0.01% 316
2023
Q4
$719K Buy
26,545
+15,240
+135% +$413K 0.01% 324
2023
Q3
$266K Sell
11,305
-30
-0.3% -$707 0.01% 474
2023
Q2
$300K Buy
+11,335
New +$300K 0.01% 468