GeoWealth Management’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 | $189K | Sell |
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|
2025
Q1 | $855K | Buy |
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|
2024
Q4 | $374K | Sell |
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|
2024
Q3 | $406K | Sell |
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|
2024
Q2 | $359K | Buy |
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|
2024
Q1 | $324K | Buy |
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|
2023
Q4 | $319K | Buy |
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|
2023
Q3 | $231K | Hold |
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|
2023
Q2 | $247K | Sell |
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|
2023
Q1 | $233K | Sell |
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|
2022
Q4 | $273K | Sell |
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|
2022
Q3 | $214K | Sell |
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|
2022
Q2 | $233K | Sell |
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|
2022
Q1 | $311K | Sell |
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|
2021
Q4 | $432K | Buy |
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|
2021
Q3 | $338K | Sell |
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|
2021
Q2 | $360K | Buy |
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|
2021
Q1 | $351K | Buy |
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