Carson Advisory’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 | $637K | Sell |
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|
2025
Q1 | $788K | Sell |
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|
2024
Q4 | $927K | Sell |
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|
2024
Q3 | $919K | Sell |
|
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|
2024
Q2 | $817K | Sell |
|
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|
2024
Q1 | $867K | Buy |
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|
2023
Q4 | $925K | Buy |
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|
2023
Q3 | $818K | Buy |
|
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|
2023
Q2 | $869K | Sell |
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|
2023
Q1 | $826K | Sell |
|
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|
2022
Q4 | $850K | Sell |
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|
2022
Q3 | $705K | Buy |
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|
2022
Q2 | $550K | Hold |
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|
2022
Q1 | $658K | Buy |
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|
2021
Q4 | $653K | Buy |
|