Drive Wealth Management’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 | – | Sell |
-10,615
| Closed | -$183K | – | 364 |
|
|
2025
Q1 | $183K | Sell |
10,615
-3,596
| -25% | -$61.9K | 0.04% | 305 |
|
|
2024
Q4 | $287K | Sell |
14,211
-34
| -0.2% | -$687 | 0.07% | 222 |
|
|
2024
Q3 | $282K | Buy |
14,245
+14
| +0.1% | +$277 | 0.07% | 226 |
|
|
2024
Q2 | $249K | Buy |
14,231
+379
| +3% | +$6.62K | 0.07% | 239 |
|
|
2024
Q1 | $232K | Buy |
13,852
+32
| +0.2% | +$537 | 0.07% | 264 |
|
|
2023
Q4 | $249K | Sell |
13,820
-918
| -6% | -$16.6K | 0.08% | 233 |
|
|
2023
Q3 | $238K | Sell |
14,738
-2,660
| -15% | -$42.9K | 0.09% | 211 |
|
|
2023
Q2 | $301K | Sell |
17,398
-1,333
| -7% | -$23K | 0.11% | 174 |
|
|
2023
Q1 | $303K | Buy |
18,731
+253
| +1% | +$4.09K | 0.13% | 172 |
|
|
2022
Q4 | $300K | Sell |
18,478
-6,677
| -27% | -$109K | 0.15% | 159 |
|
|
2022
Q3 | $314K | Sell |
25,155
-4,220
| -14% | -$52.7K | 0.3% | 105 |
|
|
2022
Q2 | $293K | Buy |
29,375
+3,339
| +13% | +$33.3K | 0.27% | 109 |
|
|
2022
Q1 | $311K | Buy |
26,036
+10,687
| +70% | +$128K | 0.26% | 98 |
|
|
2021
Q4 | $186K | Buy |
+15,349
| New | +$186K | 0.16% | 147 |
|