EP Wealth Advisors’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 | $643K | Sell |
|
|||||
|
2025
Q1 | $991K | Sell |
|
|||||
|
2024
Q4 | $1.6M | Sell |
|
|||||
|
2024
Q3 | $1.66M | Buy |
|
|||||
|
2024
Q2 | $681K | Buy |
|
|||||
|
2024
Q1 | $197K | Sell |
|
|||||
|
2023
Q4 | $973K | Buy |
|
|||||
|
2023
Q3 | $862K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $253K | Buy |
|
|||||
|
2018
Q2 | $210K | Sell |
|
|||||
|
2018
Q1 | $393K | Hold |
|
|||||
|
2017
Q4 | $401K | Hold |
|
|||||
|
2017
Q3 | $609K | Sell |
|
|||||
|
2017
Q2 | $625K | Sell |
|
|||||
|
2017
Q1 | $652K | Sell |
|
|||||
|
2016
Q4 | $673K | Buy |
|
|||||
|
2016
Q3 | $546K | Sell |
|
|||||
|
2016
Q2 | $670K | Sell |
|
|||||
|
2016
Q1 | $686K | Buy |
|