Annis Gardner Whiting Capital Advisors’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 | $893 | Sell |
64
-103
| -62% | -$1.44K | ﹤0.01% | 1097 |
|
|
2025
Q1 | $2.87K | Sell |
167
-587
| -78% | -$10.1K | ﹤0.01% | 667 |
|
|
2024
Q4 | $15.2K | Sell |
754
-90
| -11% | -$1.82K | ﹤0.01% | 480 |
|
|
2024
Q3 | $16.7K | Hold |
844
| – | – | ﹤0.01% | 486 |
|
|
2024
Q2 | $14.7K | Buy |
844
+249
| +42% | +$4.35K | ﹤0.01% | 628 |
|
|
2024
Q1 | $9.98K | Sell |
595
-699
| -54% | -$11.7K | ﹤0.01% | 672 |
|
|
2023
Q4 | $23.3K | Buy |
1,294
+208
| +19% | +$3.75K | 0.01% | 376 |
|
|
2023
Q3 | $17.5K | Buy |
+1,086
| New | +$17.5K | 0.01% | 408 |
|