Burr Financial Services’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $170K | Hold |
12,216
| – | – | 0.14% | 30 |
|
|
2025
Q1 | $210K | Hold |
12,216
| – | – | 0.16% | 33 |
|
|
2024
Q4 | $247K | Hold |
12,216
| – | – | 0.17% | 29 |
|
|
2024
Q3 | $242K | Hold |
12,216
| – | – | 0.17% | 26 |
|
|
2024
Q2 | $213K | Hold |
12,216
| – | – | 0.15% | 29 |
|
|
2024
Q1 | $217K | Hold |
12,216
| – | – | 0.17% | 31 |
|
|
2023
Q4 | $228K | Buy |
+12,216
| New | +$228K | 0.17% | 33 |
|