JP Morgan Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.74M | Buy |
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|
2023
Q2 | $1.13M | Buy |
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|
2023
Q1 | $695K | Buy |
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|
2022
Q4 | $609K | Buy |
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|
2022
Q3 | $357K | Buy |
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|
2022
Q2 | $262K | Sell |
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|
2022
Q1 | $502K | Sell |
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|
2021
Q4 | $2.28M | Buy |
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|
2021
Q3 | $995K | Buy |
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|
2021
Q2 | $787K | Buy |
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|
2021
Q1 | $469K | Buy |
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|
2020
Q4 | $485K | Buy |
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|
2020
Q3 | $278K | Buy |
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|
2020
Q2 | $162K | Buy |
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|
2020
Q1 | $99K | Sell |
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|
2019
Q4 | $126K | Sell |
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|
2019
Q3 | $121K | Sell |
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|
2019
Q2 | $378K | Sell |
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|
2019
Q1 | $312K | Sell |
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|
2018
Q4 | $629K | Sell |
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|
2018
Q3 | $2.6M | Buy |
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|
2018
Q2 | $2.31M | Sell |
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|
2018
Q1 | $2.4M | Buy |
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|
2017
Q4 | $1.17M | Sell |
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|
2017
Q3 | $1.9M | Buy |
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|
2017
Q2 | $1.61M | Buy |
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|
2017
Q1 | $1.59M | Buy |
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|
2016
Q4 | $1.43M | Sell |
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|
2016
Q3 | $1.64M | Buy |
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|
2016
Q2 | $1.68M | Sell |
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|
2016
Q1 | $1.8M | Buy |
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|
2015
Q4 | $1.17M | Buy |
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|
2015
Q3 | $1.08M | Sell |
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|
2015
Q2 | $1.31M | Sell |
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|
2015
Q1 | $1.47M | Buy |
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|
2014
Q4 | $1.43M | Buy |
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|
2014
Q3 | $994K | Buy |
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|
2014
Q2 | $965K | Buy |
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|
2014
Q1 | $862K | Buy |
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|
2013
Q4 | $761K | Sell |
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|
2013
Q3 | $815K | Buy |
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|
2013
Q2 | $889K | Buy |
|