Bank Julius Baer & Co’s Public Service Enterprise Group PEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.5M | Buy |
219,351
+27,496
| +14% | +$2.31M | 0.05% | 154 |
|
|
2025
Q1 | $16.9M | Buy |
191,855
+162,658
| +557% | +$14.4M | 0.06% | 163 |
|
|
2024
Q4 | $2.47M | Buy |
+29,197
| New | +$2.47M | 0.01% | 265 |
|
|
2021
Q4 | – | Sell |
-2,608
| Closed | -$159K | – | 875 |
|
|
2021
Q3 | $159K | Sell |
2,608
-338
| -11% | -$20.6K | ﹤0.01% | 572 |
|
|
2021
Q2 | $176K | Sell |
2,946
-32
| -1% | -$1.91K | ﹤0.01% | 578 |
|
|
2021
Q1 | $179K | Sell |
2,978
-847
| -22% | -$50.9K | ﹤0.01% | 553 |
|
|
2020
Q4 | $223K | Sell |
3,825
-117
| -3% | -$6.82K | ﹤0.01% | 557 |
|
|
2020
Q3 | $216K | Sell |
3,942
-3
| -0.1% | -$164 | ﹤0.01% | 493 |
|
|
2020
Q2 | $194K | Buy |
3,945
+905
| +30% | +$44.5K | ﹤0.01% | 464 |
|
|
2020
Q1 | $137K | Buy |
+3,040
| New | +$137K | ﹤0.01% | 453 |
|