Cresset Asset Management’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 | – | Sell |
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|
2025
Q1 | $425K | Buy |
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|
2024
Q4 | $282K | Sell |
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|
2024
Q3 | $1.4M | Buy |
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|
2024
Q2 | $1.13M | Buy |
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|
2024
Q1 | $827K | Buy |
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|
2023
Q4 | $853K | Buy |
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|
2023
Q3 | $721K | Buy |
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|
2023
Q2 | $640K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $164K | Sell |
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|
2021
Q4 | $241K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $4K | Sell |
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|
2018
Q4 | $18K | Buy |
|