Pacific Capital Wealth Advisors’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 | – | Sell |
-2,610
| Closed | -$52.7K | – | 291 |
|
|
2024
Q4 | $52.7K | Hold |
2,610
| – | – | 0.01% | 145 |
|
|
2024
Q3 | $51.6K | Hold |
2,610
| – | – | 0.01% | 152 |
|
|
2024
Q2 | $45.6K | Hold |
2,610
| – | – | 0.01% | 158 |
|
|
2024
Q1 | $43.7K | Hold |
2,610
| – | – | 0.01% | 146 |
|
|
2023
Q4 | $47.1K | Buy |
+2,610
| New | +$47.1K | 0.01% | 138 |
|
|
2020
Q4 | – | Sell |
-2,610
| Closed | -$25K | – | 155 |
|
|
2020
Q3 | $25K | Buy |
+2,610
| New | +$25K | 0.01% | 136 |
|