Cerity Partners’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
Q3 | $30.7M | Buy |
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|
2025
Q2 | $19.7M | Buy |
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|
2025
Q1 | $20.7M | Buy |
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|
2024
Q4 | $20.9M | Buy |
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|
2024
Q3 | $20M | Buy |
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|
2024
Q2 | $14.4M | Buy |
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|
2024
Q1 | $13.8M | Buy |
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|
2023
Q4 | $13.6M | Buy |
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|
2023
Q3 | $2.69M | Sell |
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|
2023
Q2 | $8.47M | Buy |
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|
2023
Q1 | $9.63M | Buy |
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|
2022
Q4 | $2.38M | Buy |
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|
2022
Q3 | $1.77M | Buy |
|