Corient Private Wealth’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 | $1.83M | Sell |
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|
2025
Q1 | $2.45M | Sell |
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|
2024
Q4 | $3.68M | Buy |
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|
2024
Q3 | $2.98M | Buy |
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|
2024
Q2 | $2.3M | Buy |
|
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|
2024
Q1 | $1.27M | Buy |
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|
2023
Q4 | $954K | Sell |
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|
2023
Q3 | $1.11M | Sell |
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|
2023
Q2 | $1.42M | Buy |
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|
2023
Q1 | $942K | Buy |
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|
2022
Q4 | $436K | Buy |
|