U.S. Capital Wealth Advisors’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 | $469K | Sell |
33,680
-10,108
| -23% | -$141K | 0.01% | 610 |
|
|
2025
Q1 | $752K | Sell |
43,788
-5,331
| -11% | -$91.6K | 0.02% | 487 |
|
|
2024
Q4 | $991K | Sell |
49,119
-13,066
| -21% | -$264K | 0.03% | 425 |
|
|
2024
Q3 | $1.23M | Sell |
62,185
-7,209
| -10% | -$143K | 0.04% | 332 |
|
|
2024
Q2 | $1.21M | Sell |
69,394
-7,961
| -10% | -$139K | 0.05% | 320 |
|
|
2024
Q1 | $1.3M | Sell |
77,355
-26,135
| -25% | -$438K | 0.05% | 304 |
|
|
2023
Q4 | $1.87M | Sell |
103,490
-11,368
| -10% | -$205K | 0.07% | 243 |
|
|
2023
Q3 | $1.85M | Sell |
114,858
-6,619
| -5% | -$107K | 0.08% | 209 |
|
|
2023
Q2 | $2.1M | Sell |
121,477
-3,789
| -3% | -$65.5K | 0.1% | 204 |
|
|
2023
Q1 | $2.03M | Sell |
125,266
-10,168
| -8% | -$164K | 0.09% | 208 |
|
|
2022
Q4 | $2.2M | Sell |
135,434
-8,119
| -6% | -$132K | 0.1% | 189 |
|
|
2022
Q3 | $1.79M | Sell |
143,553
-12,076
| -8% | -$151K | 0.09% | 212 |
|
|
2022
Q2 | $1.55M | Sell |
155,629
-16,870
| -10% | -$168K | 0.07% | 265 |
|
|
2022
Q1 | $2.06M | Sell |
172,499
-9,878
| -5% | -$118K | 0.08% | 244 |
|
|
2021
Q4 | $2.21M | Buy |
182,377
+3,437
| +2% | +$41.7K | 0.09% | 237 |
|
|
2021
Q3 | $1.72M | Buy |
+178,940
| New | +$1.72M | 0.07% | 279 |
|