Cassaday & Co Wealth Management’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 | $164K | Buy |
11,778
+728
| +7% | +$10.1K | ﹤0.01% | 326 |
|
|
2025
Q1 | $190K | Hold |
11,050
| – | – | 0.01% | 307 |
|
|
2024
Q4 | $223K | Hold |
11,050
| – | – | 0.01% | 301 |
|
|
2024
Q3 | $218K | Sell |
11,050
-16
| -0.1% | -$316 | 0.01% | 288 |
|
|
2024
Q2 | $193K | Buy |
11,066
+16
| +0.1% | +$279 | 0.01% | 280 |
|
|
2024
Q1 | $185K | Hold |
11,050
| – | – | 0.01% | 285 |
|
|
2023
Q4 | $199K | Hold |
11,050
| – | – | 0.01% | 260 |
|
|
2023
Q3 | $178K | Buy |
+11,050
| New | +$178K | 0.01% | 248 |
|