SVB Wealth’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $92.8K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $301K | Hold |
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|
2018
Q1 | $311K | Buy |
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|
2017
Q4 | $301K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $463K | Hold |
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|
2016
Q4 | $424K | Sell |
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|
2016
Q3 | $665K | Buy |
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|
2016
Q2 | $529K | Buy |
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|
2016
Q1 | $417K | Hold |
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|
2015
Q4 | $371K | Buy |
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|
2015
Q3 | $326K | Sell |
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|
2015
Q2 | $306K | Sell |
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|
2015
Q1 | $338K | Hold |
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|
2014
Q4 | $339K | Buy |
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