Wealth Management Associates’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 | $313K | Buy |
9,223
+4
| +0% | +$136 | 0.12% | 152 |
|
2025
Q1 | $333K | Buy |
9,219
+4
| +0% | +$144 | 0.14% | 135 |
|
2024
Q4 | $299K | Buy |
9,215
+4
| +0% | +$130 | 0.13% | 154 |
|
2024
Q3 | $305K | Buy |
9,211
+1,954
| +27% | +$64.6K | 0.13% | 154 |
|
2024
Q2 | $201K | Hold |
7,257
| – | – | 0.09% | 194 |
|
2024
Q1 | $201K | Buy |
+7,257
| New | +$201K | 0.09% | 194 |
|
2023
Q3 | – | Sell |
-7,719
| Closed | -$204K | – | 195 |
|
2023
Q2 | $204K | Sell |
7,719
-95
| -1% | -$2.51K | 0.12% | 179 |
|
2023
Q1 | $217K | Buy |
7,814
+103
| +1% | +$2.86K | 0.13% | 173 |
|
2022
Q4 | $225K | Buy |
+7,711
| New | +$225K | 0.15% | 162 |
|
2022
Q3 | – | Sell |
-7,703
| Closed | -$209K | – | 185 |
|
2022
Q2 | $209K | Sell |
7,703
-247
| -3% | -$6.7K | 0.14% | 162 |
|
2022
Q1 | $227K | Buy |
7,950
+6
| +0.1% | +$171 | 0.13% | 176 |
|
2021
Q4 | $239K | Buy |
+7,944
| New | +$239K | 0.13% | 172 |
|
2021
Q2 | – | Sell |
-9,173
| Closed | -$265K | – | 206 |
|
2021
Q1 | $265K | Buy |
9,173
+6
| +0.1% | +$173 | 0.17% | 143 |
|
2020
Q4 | $259K | Buy |
+9,167
| New | +$259K | 0.17% | 140 |
|