Crestwood Advisors Group’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 | $252K | Buy |
18,096
+238
| +1% | +$3.32K | ﹤0.01% | 477 |
|
|
2025
Q1 | $307K | Buy |
17,858
+367
| +2% | +$6.31K | 0.01% | 417 |
|
|
2024
Q4 | $353K | Buy |
17,491
+469
| +3% | +$9.47K | 0.01% | 354 |
|
|
2024
Q3 | $337K | Buy |
17,022
+363
| +2% | +$7.18K | 0.01% | 351 |
|
|
2024
Q2 | $291K | Buy |
16,659
+390
| +2% | +$6.81K | 0.01% | 356 |
|
|
2024
Q1 | $273K | Buy |
+16,269
| New | +$273K | 0.01% | 368 |
|