Williams Jones Wealth Management’s PPL Corp PPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $984K | Buy |
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|
2025
Q1 | $907K | Sell |
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|
2024
Q4 | $893K | Buy |
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|
2024
Q3 | $817K | Buy |
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|
2024
Q2 | $621K | Buy |
|
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|
2024
Q1 | $467K | Hold |
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|
2023
Q4 | $459K | Buy |
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|
2023
Q3 | $387K | Hold |
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|
2023
Q2 | $435K | Sell |
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|
2023
Q1 | $492K | Sell |
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|
2022
Q4 | $524K | Sell |
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|
2022
Q3 | $457K | Buy |
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|
2022
Q2 | $488K | Buy |
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|
2022
Q1 | $416K | Hold |
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|
2021
Q4 | $438K | Hold |
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|
2021
Q3 | $406K | Hold |
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|
2021
Q2 | $407K | Sell |
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|
2021
Q1 | $420K | Sell |
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|
2020
Q4 | $419K | Sell |
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|
2020
Q3 | $426K | Sell |
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|
2020
Q2 | $417K | Sell |
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|
2020
Q1 | $429K | Sell |
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|
2019
Q4 | $631K | Hold |
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|
2019
Q3 | $554K | Buy |
|