Atria Investments’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $510K | Sell |
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|
2025
Q2 | $961K | Buy |
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|
2025
Q1 | $710K | Sell |
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|
2024
Q4 | $876K | Buy |
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|
2024
Q3 | $802K | Sell |
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|
2024
Q2 | $1.02M | Sell |
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|
2024
Q1 | $1.08M | Sell |
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|
2023
Q4 | $1.45M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $873K | Sell |
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|
2014
Q2 | $1.02M | Sell |
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|
2014
Q1 | $1.53M | Buy |
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|
2013
Q4 | $1.19M | Buy |
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|
2013
Q3 | $794K | Buy |
|