Integrated Wealth Concepts’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 | $1.16M | Buy |
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|
2025
Q1 | $604K | Sell |
|
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|
2024
Q4 | $817K | Buy |
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|
2024
Q3 | $632K | Buy |
|
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|
2024
Q2 | $360K | Sell |
|
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|
2024
Q1 | $351K | Buy |
|
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|
2023
Q4 | $352K | Sell |
|
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|
2023
Q3 | $593K | Buy |
|
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|
2023
Q2 | $599K | Buy |
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|
2023
Q1 | $513K | Buy |
|
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|
2021
Q1 | – | Sell |
|
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|
2020
Q4 | $152K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $120K | Buy |
|