RWM
RKL Wealth Management’s PPL Corp PPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $625K | Sell |
18,452
-1,469
| -7% | -$49.8K | 0.06% | 118 |
|
|
2025
Q1 | $719K | Buy |
19,921
+8
| +0% | +$289 | 0.07% | 105 |
|
|
2024
Q4 | $646K | Buy |
19,913
+13,348
| +203% | +$433K | 0.06% | 109 |
|
|
2024
Q3 | $217K | Buy |
+6,565
| New | +$217K | 0.02% | 153 |
|
|
2024
Q2 | – | Sell |
-11,234
| Closed | -$309K | – | 154 |
|
|
2024
Q1 | $309K | Buy |
11,234
+1,022
| +10% | +$28.1K | 0.03% | 119 |
|
|
2023
Q4 | $277K | Buy |
+10,212
| New | +$277K | 0.03% | 125 |
|
|
2023
Q1 | – | Sell |
-8,555
| Closed | -$250K | – | 134 |
|
|
2022
Q4 | $250K | Sell |
8,555
-4,540
| -35% | -$133K | 0.03% | 119 |
|
|
2022
Q3 | $332K | Buy |
13,095
+946
| +8% | +$24K | 0.05% | 110 |
|
|
2022
Q2 | $330K | Buy |
12,149
+394
| +3% | +$10.7K | 0.05% | 111 |
|
|
2022
Q1 | $336K | Buy |
+11,755
| New | +$336K | 0.04% | 113 |
|
|
2020
Q1 | – | Sell |
-5,784
| Closed | -$208K | – | 120 |
|
|
2019
Q4 | $208K | Buy |
+5,784
| New | +$208K | 0.04% | 116 |
|
|
2017
Q3 | – | Sell |
-5,149
| Closed | -$200K | – | 149 |
|
|
2017
Q2 | $200K | Buy |
+5,149
| New | +$200K | 0.06% | 138 |
|
|
2015
Q1 | – | Sell |
-11,903
| Closed | -$432K | – | 56 |
|
|
2014
Q4 | $432K | Buy |
11,903
+88
| +0.7% | +$3.19K | 0.28% | 44 |
|
|
2014
Q3 | $388K | Hold |
11,815
| – | – | 0.27% | 46 |
|
|
2014
Q2 | $420K | Buy |
11,815
+1,160
| +11% | +$41.2K | 0.31% | 43 |
|
|
2014
Q1 | $353K | Buy |
+10,655
| New | +$353K | 0.27% | 48 |
|