BTWM
Baker Tilly Wealth Management’s PG&E PCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-17,845
| Closed | -$307K | – | 245 |
|
|
2025
Q1 | $307K | Buy |
17,845
+1,508
| +9% | +$25.9K | 0.12% | 185 |
|
|
2024
Q4 | $330K | Buy |
16,337
+715
| +5% | +$14.4K | 0.13% | 174 |
|
|
2024
Q3 | $309K | Sell |
15,622
-7,504
| -32% | -$148K | 0.14% | 175 |
|
|
2024
Q2 | $404K | Sell |
23,126
-34,398
| -60% | -$601K | 0.17% | 151 |
|
|
2024
Q1 | $964K | Sell |
57,524
-317
| -0.5% | -$5.31K | 0.17% | 128 |
|
|
2023
Q4 | $1.04M | Buy |
57,841
+1,190
| +2% | +$21.5K | 0.17% | 135 |
|
|
2023
Q3 | $914K | Buy |
56,651
+836
| +1% | +$13.5K | 0.15% | 143 |
|
|
2023
Q2 | $964K | Buy |
55,815
+3,492
| +7% | +$60.3K | 0.1% | 204 |
|
|
2023
Q1 | $846K | Sell |
52,323
-1,560
| -3% | -$25.2K | 0.1% | 227 |
|
|
2022
Q4 | $876K | Buy |
53,883
+3,162
| +6% | +$51.4K | 0.11% | 209 |
|
|
2022
Q3 | $634K | Sell |
50,721
-582
| -1% | -$7.28K | 0.09% | 245 |
|
|
2022
Q2 | $512K | Buy |
51,303
+1,581
| +3% | +$15.8K | 0.07% | 295 |
|
|
2022
Q1 | $594K | Buy |
49,722
+16,177
| +48% | +$193K | 0.07% | 299 |
|
|
2021
Q4 | $407K | Buy |
33,545
+7,487
| +29% | +$90.8K | 0.04% | 391 |
|
|
2021
Q3 | $250K | Buy |
+26,058
| New | +$250K | 0.03% | 440 |
|