XWM
Xcel Wealth Management’s PPL Corp PPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Sell |
36,144
-1,500
| -4% | -$50.8K | 0.35% | 59 |
|
|
2025
Q1 | $1.36M | Sell |
37,644
-9,500
| -20% | -$343K | 0.42% | 52 |
|
|
2024
Q4 | $1.53M | Sell |
47,144
-12,705
| -21% | -$412K | 0.42% | 46 |
|
|
2024
Q3 | $1.98M | Sell |
59,849
-138,055
| -70% | -$4.57M | 0.58% | 39 |
|
|
2024
Q2 | $5.47M | Sell |
197,904
-8,500
| -4% | -$235K | 1.71% | 16 |
|
|
2024
Q1 | $5.68M | Sell |
206,404
-9,718
| -4% | -$268K | 1.78% | 16 |
|
|
2023
Q4 | $5.86M | Sell |
216,122
-26,560
| -11% | -$720K | 2.05% | 13 |
|
|
2023
Q3 | $5.72M | Sell |
242,682
-29,518
| -11% | -$695K | 2.26% | 13 |
|
|
2023
Q2 | $7.2M | Sell |
272,200
-23,350
| -8% | -$618K | 2.28% | 13 |
|
|
2023
Q1 | $8.21M | Sell |
295,550
-14,155
| -5% | -$393K | 2.89% | 10 |
|
|
2022
Q4 | $9.05M | Sell |
309,705
-21,000
| -6% | -$614K | 3.56% | 7 |
|
|
2022
Q3 | $8.38M | Sell |
330,705
-9,500
| -3% | -$241K | 3.12% | 8 |
|
|
2022
Q2 | $9.23M | Sell |
340,205
-14,570
| -4% | -$395K | 3.36% | 5 |
|
|
2022
Q1 | $10.1M | Buy |
354,775
+157,310
| +80% | +$4.49M | 2.78% | 7 |
|
|
2021
Q4 | $5.94M | Buy |
197,465
+4,201
| +2% | +$126K | 1.53% | 22 |
|
|
2021
Q3 | $5.39M | Buy |
193,264
+12,345
| +7% | +$344K | 1.56% | 22 |
|
|
2021
Q2 | $5.06M | Buy |
+180,919
| New | +$5.06M | 1.53% | 20 |
|