FRA
Frank Rimerman Advisors’s PG&E PCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $162K | Sell |
11,634
-3,969
| -25% | -$55.3K | 0.01% | 551 |
|
|
2025
Q1 | $268K | Buy |
15,603
+3,402
| +28% | +$58.4K | 0.02% | 436 |
|
|
2024
Q4 | $246K | Buy |
12,201
+10
| +0.1% | +$202 | 0.02% | 460 |
|
|
2024
Q3 | $241K | Sell |
12,191
-520
| -4% | -$10.3K | 0.02% | 472 |
|
|
2024
Q2 | $222K | Buy |
12,711
+11,811
| +1,312% | +$206K | 0.02% | 497 |
|
|
2024
Q1 | $15.1K | Hold |
900
| – | – | ﹤0.01% | 162 |
|
|
2023
Q4 | $16.2K | Buy |
+900
| New | +$16.2K | ﹤0.01% | 153 |
|