Venturi 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 | $411K | Buy |
12,141
+646
| +6% | +$21.9K | 0.02% | 357 |
|
|
2025
Q1 | $415K | Buy |
11,495
+1,318
| +13% | +$47.6K | 0.02% | 357 |
|
|
2024
Q4 | $330K | Buy |
10,177
+9,608
| +1,689% | +$312K | 0.02% | 424 |
|
|
2024
Q3 | $18.8K | Buy |
569
+113
| +25% | +$3.74K | ﹤0.01% | 1028 |
|
|
2024
Q2 | $12.6K | Buy |
456
+283
| +164% | +$7.82K | ﹤0.01% | 1052 |
|
|
2024
Q1 | $4.76K | Buy |
173
+68
| +65% | +$1.87K | ﹤0.01% | 1103 |
|
|
2023
Q4 | $2.84K | Buy |
+105
| New | +$2.84K | ﹤0.01% | 1135 |
|
|
2023
Q3 | – | Sell |
-41
| Closed | -$1.09K | – | 1408 |
|
|
2023
Q2 | $1.09K | Hold |
41
| – | – | ﹤0.01% | 1007 |
|
|
2023
Q1 | $1.14K | Buy |
+41
| New | +$1.14K | ﹤0.01% | 1096 |
|
|
2019
Q1 | – | Sell |
-99,571
| Closed | -$2.79M | – | 263 |
|
|
2018
Q4 | $2.79M | Buy |
99,571
+7,977
| +9% | +$223K | 0.45% | 56 |
|
|
2018
Q3 | $2.7M | Sell |
91,594
-107
| -0.1% | -$3.15K | 0.48% | 78 |
|
|
2018
Q2 | $2.65M | Buy |
+91,701
| New | +$2.65M | 0.49% | 76 |
|