Private Wealth Management Group’s PG&E PCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.55K | Sell |
183
-361
| -66% | -$5.03K | ﹤0.01% | 1004 |
|
|
2025
Q1 | $9.35K | Sell |
544
-594
| -52% | -$10.2K | ﹤0.01% | 494 |
|
|
2024
Q4 | $23K | Buy |
1,138
+107
| +10% | +$2.16K | 0.01% | 273 |
|
|
2024
Q3 | $20.4K | Hold |
1,031
| – | – | 0.01% | 283 |
|
|
2024
Q2 | $18K | Buy |
1,031
+619
| +150% | +$10.8K | 0.01% | 297 |
|
|
2024
Q1 | $6.91K | Buy |
412
+24
| +6% | +$402 | ﹤0.01% | 519 |
|
|
2023
Q4 | $7K | Buy |
+388
| New | +$7K | ﹤0.01% | 505 |
|