MAI Capital 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 | $163K | Buy |
11,665
+918
| +9% | +$12.8K | ﹤0.01% | 1216 |
|
|
2025
Q1 | $185K | Sell |
10,747
-122
| -1% | -$2.1K | ﹤0.01% | 1103 |
|
|
2024
Q4 | $219K | Sell |
10,869
-1,232
| -10% | -$24.9K | ﹤0.01% | 1061 |
|
|
2024
Q3 | $239K | Buy |
12,101
+96
| +0.8% | +$1.9K | ﹤0.01% | 917 |
|
|
2024
Q2 | $210K | Buy |
12,005
+481
| +4% | +$8.4K | ﹤0.01% | 1100 |
|
|
2024
Q1 | $193K | Buy |
+11,524
| New | +$193K | ﹤0.01% | 1094 |
|