Axxcess Wealth Management’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
Q2
$245K Sell
2025
Q1
$303K Sell
2024
Q4
$357K Buy
2024
Q3
$349K Buy
2024
Q2
$308K Sell
2024
Q1
$305K Buy
2023
Q4
$317K Hold
2023
Q3
$284K Buy