Plante Moran Financial 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
Q1 | $15.5K | Buy |
885
+300
| +51% | +$5.11K | ﹤0.01% | 466 |
|
|
2025
Q4 | $9.4K | Hold |
585
| – | – | ﹤0.01% | 565 |
|
|
2025
Q3 | $8.82K | Hold |
585
| – | – | ﹤0.01% | 566 |
|
|
2025
Q2 | $8.15K | Sell |
585
-320
| -35% | -$5.21K | ﹤0.01% | 589 |
|
|
2025
Q1 | $15.5K | Hold |
905
| – | – | ﹤0.01% | 514 |
|
|
2024
Q4 | $18.3K | Hold |
905
| – | – | ﹤0.01% | 499 |
|
|
2024
Q3 | $17.9K | Hold |
905
| – | – | ﹤0.01% | 543 |
|
|
2024
Q2 | $15.8K | Hold |
905
| – | – | ﹤0.01% | 515 |
|
|
2024
Q1 | $15.2K | Hold |
905
| – | – | ﹤0.01% | 543 |
|
|
2023
Q4 | $16.3K | Hold |
905
| – | – | ﹤0.01% | 481 |
|
|
2023
Q3 | $14.6K | Hold |
905
| – | – | ﹤0.01% | 482 |
|
|
2023
Q2 | $15.6K | Hold |
905
| – | – | ﹤0.01% | 491 |
|
|
2023
Q1 | $14.6K | Hold |
905
| – | – | ﹤0.01% | 509 |
|
|
2022
Q4 | $14.7K | Hold |
905
| – | – | ﹤0.01% | 522 |
|
|
2022
Q3 | $11K | Hold |
905
| – | – | ﹤0.01% | 564 |
|
|
2022
Q2 | $9K | Hold |
905
| – | – | ﹤0.01% | 628 |
|
|
2022
Q1 | $11K | Hold |
905
| – | – | ﹤0.01% | 584 |
|
|
2021
Q4 | $11K | Hold |
905
| – | – | ﹤0.01% | 675 |
|
|
2021
Q3 | $9K | Buy |
+905
| New | +$8.54K | ﹤0.01% | 712 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 982 |
|
|
2020
Q3 | – | Sell |
-519
| Closed | -$4.81K | – | 913 |
|
|
2020
Q2 | $5K | Buy |
+519
| New | +$5.66K | ﹤0.01% | 600 |
|
|
2018
Q2 | – | Sell |
-122
| Closed | -$5K | – | 928 |
|
|
2018
Q1 | $5K | Hold |
122
| – | – | ﹤0.01% | 726 |
|
|
2017
Q4 | $5K | Hold |
122
| – | – | ﹤0.01% | 707 |
|
|
2017
Q3 | $8K | Hold |
122
| – | – | ﹤0.01% | 582 |
|
|
2017
Q2 | $8K | Hold |
122
| – | – | 0.01% | 596 |
|
|
2017
Q1 | $8K | Hold |
122
| – | – | ﹤0.01% | 623 |
|
|
2016
Q4 | $7K | Hold |
122
| – | – | ﹤0.01% | 653 |
|
|
2016
Q3 | $7K | Hold |
122
| – | – | ﹤0.01% | 642 |
|
|
2016
Q2 | $8K | Hold |
122
| – | – | 0.01% | 562 |
|
|
2016
Q1 | $7K | Sell |
122
-470
| -79% | -$26.2K | 0.01% | 539 |
|
|
2015
Q4 | $31K | Buy |
592
+470
| +385% | +$25K | 0.02% | 382 |
|
|
2015
Q3 | $6K | Sell |
122
-7
| -5% | -$358 | ﹤0.01% | 560 |
|
|
2015
Q2 | $6K | Hold |
129
| – | – | ﹤0.01% | 600 |
|
|
2015
Q1 | $7K | Hold |
129
| – | – | ﹤0.01% | 572 |
|
|
2014
Q4 | $7K | Hold |
129
| – | – | 0.01% | 608 |
|
|
2014
Q3 | $6K | Sell |
129
-13
| -9% | -$598 | 0.01% | 647 |
|
|
2014
Q2 | $7K | Buy |
142
+129
| +992% | +$5.85K | 0.01% | 616 |
|
|
2014
Q1 | $1K | Sell |
13
-457
| -97% | -$19.4K | ﹤0.01% | 588 |
|
|
2013
Q4 | $19K | Buy |
470
+457
| +3,515% | +$18.7K | 0.01% | 360 |
|
|
2013
Q3 | $1K | Buy |
+13
| New | +$565 | ﹤0.01% | 603 |
|
Other funds holding PCG
VCM
VPM
