Spire Wealth 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 | $15.5K | Sell |
1,112
-186
| -14% | -$2.59K | ﹤0.01% | 1593 |
|
|
2025
Q1 | $22.3K | Sell |
1,298
-682
| -34% | -$11.7K | ﹤0.01% | 1578 |
|
|
2024
Q4 | $40K | Buy |
1,980
+383
| +24% | +$7.73K | ﹤0.01% | 1365 |
|
|
2024
Q3 | $31.6K | Buy |
1,597
+85
| +6% | +$1.68K | ﹤0.01% | 1286 |
|
|
2024
Q2 | $26.4K | Sell |
1,512
-274
| -15% | -$4.78K | ﹤0.01% | 1342 |
|
|
2024
Q1 | $29.9K | Buy |
1,786
+345
| +24% | +$5.78K | ﹤0.01% | 1391 |
|
|
2023
Q4 | $24.4K | Buy |
1,441
+24
| +2% | +$406 | ﹤0.01% | 1467 |
|
|
2023
Q3 | $22.9K | Buy |
1,417
+367
| +35% | +$5.92K | ﹤0.01% | 1452 |
|
|
2023
Q2 | $18.1K | Sell |
1,050
-207
| -16% | -$3.58K | ﹤0.01% | 1624 |
|
|
2023
Q1 | $20.3K | Sell |
1,257
-130
| -9% | -$2.1K | ﹤0.01% | 1611 |
|
|
2022
Q4 | $23K | Buy |
1,387
+387
| +39% | +$6.42K | ﹤0.01% | 1319 |
|
|
2022
Q3 | $13K | Hold |
1,000
| – | – | ﹤0.01% | 1488 |
|
|
2022
Q2 | $10K | Hold |
1,000
| – | – | ﹤0.01% | 1923 |
|
|
2022
Q1 | $12K | Hold |
1,000
| – | – | ﹤0.01% | 1985 |
|
|
2021
Q4 | $12K | Hold |
1,000
| – | – | ﹤0.01% | 2314 |
|
|
2021
Q3 | $10K | Hold |
1,000
| – | – | ﹤0.01% | 2102 |
|
|
2021
Q2 | $10K | Sell |
1,000
-2,012
| -67% | -$20.1K | ﹤0.01% | 2123 |
|
|
2021
Q1 | $36K | Buy |
+3,012
| New | +$36K | ﹤0.01% | 1889 |
|