Chico Wealth RIA’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 | $429K | Sell |
30,771
-44
| -0.1% | -$613 | 0.34% | 20 |
|
|
2025
Q1 | $529K | Buy |
30,815
+3,957
| +15% | +$68K | 0.46% | 17 |
|
|
2024
Q4 | $542K | Sell |
26,858
-2,000
| -7% | -$40.4K | 0.47% | 16 |
|
|
2024
Q3 | $571K | Sell |
28,858
-2,111
| -7% | -$41.7K | 0.49% | 17 |
|
|
2024
Q2 | $541K | Hold |
30,969
| – | – | 0.5% | 18 |
|
|
2024
Q1 | $519K | Buy |
30,969
+5,224
| +20% | +$87.6K | 0.49% | 17 |
|
|
2023
Q4 | $464K | Hold |
25,745
| – | – | 0.48% | 17 |
|
|
2023
Q3 | $415K | Hold |
25,745
| – | – | 0.5% | 14 |
|
|
2023
Q2 | $445K | Sell |
25,745
-215
| -0.8% | -$3.72K | 0.53% | 15 |
|
|
2023
Q1 | $420K | Buy |
+25,960
| New | +$420K | 0.54% | 15 |
|