HB 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 | $225K | Sell |
16,147
-8,041
| -33% | -$112K | ﹤0.01% | 1042 |
|
|
2025
Q1 | $416K | Sell |
24,188
-4,268
| -15% | -$73.3K | ﹤0.01% | 811 |
|
|
2024
Q4 | $574K | Buy |
28,456
+1,187
| +4% | +$24K | 0.01% | 567 |
|
|
2024
Q3 | $539K | Buy |
27,269
+1,695
| +7% | +$33.5K | 0.01% | 561 |
|
|
2024
Q2 | $447K | Buy |
25,574
+7,072
| +38% | +$123K | 0.01% | 571 |
|
|
2024
Q1 | $310K | Buy |
18,502
+25
| +0.1% | +$419 | ﹤0.01% | 642 |
|
|
2023
Q4 | $333K | Buy |
18,477
+131
| +0.7% | +$2.36K | ﹤0.01% | 573 |
|
|
2023
Q3 | $296K | Buy |
18,346
+5,339
| +41% | +$86.1K | ﹤0.01% | 574 |
|
|
2023
Q2 | $225K | Buy |
13,007
+1,245
| +11% | +$21.5K | ﹤0.01% | 636 |
|
|
2023
Q1 | $190K | Buy |
+11,762
| New | +$190K | ﹤0.01% | 679 |
|