HM Payson & Co’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.41K | Hold |
82
| – | – | ﹤0.01% | 984 |
|
|
2024
Q4 | $1.66K | Sell |
82
-1,514
| -95% | -$30.6K | ﹤0.01% | 975 |
|
|
2024
Q3 | $31.6K | Buy |
1,596
+96
| +6% | +$1.9K | ﹤0.01% | 704 |
|
|
2024
Q2 | $26.2K | Hold |
1,500
| – | – | ﹤0.01% | 714 |
|
|
2024
Q1 | $25.1K | Hold |
1,500
| – | – | ﹤0.01% | 712 |
|
|
2023
Q4 | $27K | Sell |
1,500
-125
| -8% | -$2.25K | ﹤0.01% | 691 |
|
|
2023
Q3 | $26.2K | Hold |
1,625
| – | – | ﹤0.01% | 694 |
|
|
2023
Q2 | $28.1K | Hold |
1,625
| – | – | ﹤0.01% | 672 |
|
|
2023
Q1 | $26.3K | Hold |
1,625
| – | – | ﹤0.01% | 675 |
|
|
2022
Q4 | $26.4K | Buy |
1,625
+125
| +8% | +$2.03K | ﹤0.01% | 644 |
|
|
2022
Q3 | $19K | Hold |
1,500
| – | – | ﹤0.01% | 705 |
|
|
2022
Q2 | $15K | Hold |
1,500
| – | – | ﹤0.01% | 765 |
|
|
2022
Q1 | $18K | Hold |
1,500
| – | – | ﹤0.01% | 764 |
|
|
2021
Q4 | $18K | Hold |
1,500
| – | – | ﹤0.01% | 780 |
|
|
2021
Q3 | $14K | Hold |
1,500
| – | – | ﹤0.01% | 793 |
|
|
2021
Q2 | $15K | Buy |
+1,500
| New | +$15K | ﹤0.01% | 787 |
|