First Personal Financial Services’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $9.02K | Buy |
456
+6
| +1% | +$112 | ﹤0.01% | 313 |
|
|
2024
Q2 | $7.86K | Hold |
450
| – | – | ﹤0.01% | 292 |
|
|
2024
Q1 | $7.54K | Hold |
450
| – | – | ﹤0.01% | 298 |
|
|
2023
Q4 | $8.11K | Hold |
450
| – | – | ﹤0.01% | 313 |
|
|
2023
Q3 | $7.26K | Hold |
450
| – | – | ﹤0.01% | 323 |
|
|
2023
Q2 | $7.78K | Hold |
450
| – | – | ﹤0.01% | 325 |
|
|
2023
Q1 | $7.28K | Buy |
+450
| New | +$7.11K | ﹤0.01% | 341 |
|
|
2022
Q4 | – | Sell |
-450
| Closed | -$6K | – | 421 |
|
|
2022
Q3 | $6K | Hold |
450
| – | – | ﹤0.01% | 372 |
|
|
2022
Q2 | $4K | Hold |
450
| – | – | ﹤0.01% | 311 |
|
|
2022
Q1 | $5K | Hold |
450
| – | – | ﹤0.01% | 316 |
|
|
2021
Q4 | $5K | Hold |
450
| – | – | ﹤0.01% | 316 |
|
|
2021
Q3 | $4K | Hold |
450
| – | – | ﹤0.01% | 306 |
|
|
2021
Q2 | $5K | Hold |
450
| – | – | ﹤0.01% | 306 |
|
|
2021
Q1 | $5K | Hold |
450
| – | – | ﹤0.01% | 289 |
|
|
2020
Q4 | $6K | Hold |
450
| – | – | ﹤0.01% | 292 |
|
|
2020
Q3 | $4K | Hold |
450
| – | – | ﹤0.01% | 277 |
|
|
2020
Q2 | $4K | Hold |
450
| – | – | ﹤0.01% | 283 |
|
|
2020
Q1 | $4K | Hold |
450
| – | – | ﹤0.01% | 272 |
|
|
2019
Q4 | $5K | Sell |
450
-100
| -18% | -$857 | ﹤0.01% | 311 |
|
|
2019
Q3 | $6K | Hold |
550
| – | – | ﹤0.01% | 386 |
|
|
2019
Q2 | $13K | Hold |
550
| – | – | ﹤0.01% | 469 |
|
|
2019
Q1 | $10K | Sell |
550
-2,711
| -83% | -$43.8K | ﹤0.01% | 499 |
|
|
2018
Q4 | $77K | Buy |
3,261
+600
| +23% | +$21.5K | 0.03% | 219 |
|
|
2018
Q3 | $122K | Sell |
2,661
-769
| -22% | -$34.2K | 0.04% | 195 |
|
|
2018
Q2 | $146K | Buy |
3,430
+100
| +3% | +$4.33K | 0.05% | 183 |
|
|
2018
Q1 | $146K | Sell |
3,330
-3,141
| -49% | -$133K | 0.03% | 246 |
|
|
2017
Q4 | $290K | Sell |
6,471
-171
| -3% | -$9.58K | 0.06% | 199 |
|
|
2017
Q3 | $452K | Hold |
6,642
| – | – | 0.1% | 150 |
|
|
2017
Q2 | $441K | Hold |
6,642
| – | – | 0.1% | 150 |
|
|
2017
Q1 | $441K | Buy |
6,642
+190
| +3% | +$12.1K | 0.11% | 132 |
|
|
2016
Q4 | $392K | Buy |
6,452
+2,055
| +47% | +$123K | 0.1% | 143 |
|
|
2016
Q3 | $269K | Sell |
4,397
-1,352
| -24% | -$85.8K | 0.08% | 143 |
|
|
2016
Q2 | $367K | Buy |
5,749
+579
| +11% | +$34.7K | 0.13% | 120 |
|
|
2016
Q1 | $309K | Hold |
5,170
| – | – | 0.15% | 107 |
|
|
2015
Q4 | $275K | Sell |
5,170
-188
| -4% | -$9.99K | 0.15% | 105 |
|
|
2015
Q3 | $283K | Hold |
5,358
| – | – | 0.17% | 103 |
|
|
2015
Q2 | $264K | Sell |
5,358
-92
| -2% | -$4.78K | 0.16% | 106 |
|
|
2015
Q1 | $290K | Sell |
5,450
-365
| -6% | -$20.2K | 0.18% | 103 |
|
|
2014
Q4 | $309K | Buy |
+5,815
| New | +$288K | 0.18% | 102 |
|
Other funds holding PCG
TP
First Personal Financial Services's PCG Position: Q3 2024 in Review
First Personal Financial Services increased its PG&E (PCG) stake by 1.3% in Q3 2024, buying an estimated $112 and bringing the position to 456 shares worth $9.02K. The position accounts for ﹤0.01% of the portfolio, ranked #313.
First Personal Financial Services first reported a position in PCG in Q4 2014 and has held it in 39 quarters since. The position peaked at $452K in Q3 2017. 676 funds tracked by Wall St. Rank hold PCG as of Q3 2024.
- First Personal Financial Services held 456 shares of PG&E worth $9.02K as of Q3 2024.
- First Personal Financial Services bought 6 PG&E shares in Q3 2024, an estimated $112.
- PG&E made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #313 holding.
- First Personal Financial Services first reported a position in PG&E in Q4 2014 and has held it in 39 quarters since.
- First Personal Financial Services's PG&E position peaked at $452K in Q3 2017.
- 676 funds tracked by Wall St. Rank held PG&E as of Q3 2024.
Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.