Plato Investment 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 | $1.64M | Buy |
118,430
+31,765
| +37% | +$441K | 0.12% | 181 |
|
2025
Q1 | $1.51M | Buy |
86,665
+63,747
| +278% | +$1.11M | 0.13% | 180 |
|
2024
Q4 | $464K | Buy |
22,918
+7,685
| +50% | +$156K | 0.03% | 345 |
|
2024
Q3 | $301K | Buy |
15,233
+12,705
| +503% | +$251K | 0.02% | 355 |
|
2024
Q2 | $44.1K | Buy |
+2,528
| New | +$44.1K | ﹤0.01% | 404 |
|