Axxcess Wealth Management’s PG&E PCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Sell |
17,595
-40
| -0.2% | -$558 | 0.01% | 778 |
|
|
2025
Q1 | $303K | Sell |
17,635
-32
| -0.2% | -$550 | 0.01% | 679 |
|
|
2024
Q4 | $357K | Buy |
17,667
+3
| +0% | +$61 | 0.01% | 626 |
|
|
2024
Q3 | $349K | Buy |
17,664
+44
| +0.2% | +$870 | 0.01% | 642 |
|
|
2024
Q2 | $308K | Sell |
17,620
-597
| -3% | -$10.4K | 0.01% | 641 |
|
|
2024
Q1 | $305K | Buy |
18,217
+614
| +3% | +$10.3K | 0.01% | 656 |
|
|
2023
Q4 | $317K | Hold |
17,603
| – | – | 0.01% | 628 |
|
|
2023
Q3 | $284K | Buy |
+17,603
| New | +$284K | 0.01% | 614 |
|