WJWM
Williams Jones Wealth Management’s PPL Corp PPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $984K | Buy |
29,022
+3,900
| +16% | +$132K | 0.01% | 261 |
|
|
2025
Q1 | $907K | Sell |
25,122
-2,381
| -9% | -$86K | 0.01% | 253 |
|
|
2024
Q4 | $893K | Buy |
27,503
+2,800
| +11% | +$90.9K | 0.01% | 262 |
|
|
2024
Q3 | $817K | Buy |
24,703
+2,252
| +10% | +$74.5K | 0.01% | 284 |
|
|
2024
Q2 | $621K | Buy |
22,451
+5,500
| +32% | +$152K | 0.01% | 315 |
|
|
2024
Q1 | $467K | Hold |
16,951
| – | – | 0.01% | 366 |
|
|
2023
Q4 | $459K | Buy |
16,951
+520
| +3% | +$14.1K | 0.01% | 356 |
|
|
2023
Q3 | $387K | Hold |
16,431
| – | – | 0.01% | 380 |
|
|
2023
Q2 | $435K | Sell |
16,431
-1,259
| -7% | -$33.3K | 0.01% | 376 |
|
|
2023
Q1 | $492K | Sell |
17,690
-250
| -1% | -$6.95K | 0.01% | 371 |
|
|
2022
Q4 | $524K | Sell |
17,940
-78
| -0.4% | -$2.28K | 0.01% | 349 |
|
|
2022
Q3 | $457K | Buy |
18,018
+40
| +0.2% | +$1.02K | 0.01% | 367 |
|
|
2022
Q2 | $488K | Buy |
17,978
+3,419
| +23% | +$92.8K | 0.01% | 363 |
|
|
2022
Q1 | $416K | Hold |
14,559
| – | – | 0.01% | 374 |
|
|
2021
Q4 | $438K | Hold |
14,559
| – | – | 0.01% | 350 |
|
|
2021
Q3 | $406K | Hold |
14,559
| – | – | 0.01% | 347 |
|
|
2021
Q2 | $407K | Sell |
14,559
-13
| -0.1% | -$363 | 0.01% | 350 |
|
|
2021
Q1 | $420K | Sell |
14,572
-287
| -2% | -$8.27K | 0.01% | 336 |
|
|
2020
Q4 | $419K | Sell |
14,859
-800
| -5% | -$22.6K | 0.01% | 313 |
|
|
2020
Q3 | $426K | Sell |
15,659
-479
| -3% | -$13K | 0.01% | 286 |
|
|
2020
Q2 | $417K | Sell |
16,138
-1,240
| -7% | -$32K | 0.01% | 281 |
|
|
2020
Q1 | $429K | Sell |
17,378
-200
| -1% | -$4.94K | 0.01% | 243 |
|
|
2019
Q4 | $631K | Hold |
17,578
| – | – | 0.01% | 249 |
|
|
2019
Q3 | $554K | Buy |
+17,578
| New | +$554K | 0.01% | 256 |
|