JFS Wealth Advisors’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.59K | Hold |
510
| – | – | ﹤0.01% | 1075 |
|
|
2026
Q1 | $8.97K | Sell |
510
-2,360
| -82% | -$40.2K | ﹤0.01% | 992 |
|
|
2025
Q4 | $46.2K | Buy |
2,870
+212
| +8% | +$3.39K | ﹤0.01% | 543 |
|
|
2025
Q3 | $40.1K | Buy |
2,658
+1,991
| +299% | +$29K | ﹤0.01% | 550 |
|
|
2025
Q2 | $9.3K | Buy |
667
+17
| +3% | +$277 | ﹤0.01% | 889 |
|
|
2025
Q1 | $11.2K | Hold |
650
| – | – | ﹤0.01% | 842 |
|
|
2024
Q4 | $13.1K | Hold |
650
| – | – | ﹤0.01% | 775 |
|
|
2024
Q3 | $12.9K | Buy |
650
+17
| +3% | +$318 | ﹤0.01% | 773 |
|
|
2024
Q2 | $11.1K | Hold |
633
| – | – | ﹤0.01% | 770 |
|
|
2024
Q1 | $10.6K | Hold |
633
| – | – | ﹤0.01% | 798 |
|
|
2023
Q4 | $11.4K | Hold |
633
| – | – | ﹤0.01% | 735 |
|
|
2023
Q3 | $10.2K | Hold |
633
| – | – | ﹤0.01% | 717 |
|
|
2023
Q2 | $10.9K | Sell |
633
-9
| -1% | -$152 | ﹤0.01% | 702 |
|
|
2023
Q1 | $10.4K | Sell |
642
-23
| -3% | -$363 | ﹤0.01% | 708 |
|
|
2022
Q4 | $10.8K | Buy |
665
+28
| +4% | +$423 | ﹤0.01% | 678 |
|
|
2022
Q3 | $8K | Buy |
637
+286
| +81% | +$3.35K | ﹤0.01% | 820 |
|
|
2022
Q2 | $4K | Sell |
351
-105
| -23% | -$1.24K | ﹤0.01% | 1104 |
|
|
2022
Q1 | $5K | Buy |
456
+268
| +143% | +$3.17K | ﹤0.01% | 1056 |
|
|
2021
Q4 | $2K | Buy |
188
+178
| +1,780% | +$2.09K | ﹤0.01% | 1132 |
|
|
2021
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 843 |
|
|
2021
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 629 |
|
|
2021
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 618 |
|
|
2020
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 614 |
|
|
2020
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 590 |
|
|
2020
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 565 |
|
|
2020
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 555 |
|
|
2019
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 541 |
|
|
2019
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 532 |
|
|
2019
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 478 |
|
|
2019
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 475 |
|
|
2018
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 514 |
|
|
2018
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 542 |
|
|
2018
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 530 |
|
|
2018
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 562 |
|
|
2017
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 552 |
|
|
2017
Q3 | $1K | Sell |
10
-41
| -80% | -$2.81K | ﹤0.01% | 430 |
|
|
2017
Q2 | $3K | Buy |
51
+41
| +410% | +$2.76K | ﹤0.01% | 390 |
|
|
2017
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 425 |
|
|
2016
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 425 |
|
|
2016
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 465 |
|
|
2016
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 480 |
|
|
2016
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 591 |
|
|
2015
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 523 |
|
|
2015
Q3 | $1K | Sell |
10
-18
| -64% | -$920 | ﹤0.01% | 459 |
|
|
2015
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 489 |
|
|
2015
Q1 | $1K | Buy |
28
+18
| +180% | +$994 | ﹤0.01% | 490 |
|
|
2014
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 504 |
|
|
2014
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 495 |
|
|
2014
Q2 | $0 | Buy |
+10
| New | +$453 | ﹤0.01% | 488 |
|
Other funds holding PCG
WCM
CNB
P
YIH
AIM
PL
TE
NWM
AA