44 Wealth Management’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $751K | Sell |
53,865
-343
| -0.6% | -$4.78K | 0.27% | 115 |
|
|
2025
Q1 | $931K | Buy |
54,208
+12,596
| +30% | +$216K | 0.35% | 97 |
|
|
2024
Q4 | $840K | Sell |
41,612
-2,552
| -6% | -$51.5K | 0.32% | 93 |
|
|
2024
Q3 | $909K | Buy |
+44,164
| New | +$909K | 0.32% | 101 |
|
|
2023
Q2 | $223K | Sell |
12,884
-156
| -1% | -$2.7K | 0.08% | 158 |
|
|
2023
Q1 | $211K | Buy |
+13,040
| New | +$211K | 0.07% | 171 |
|