Venturi Wealth Management’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
Q3 | $491K | Sell |
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|
2025
Q2 | $477K | Sell |
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|
2025
Q1 | $626K | Sell |
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|
2024
Q4 | $754K | Sell |
|
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|
2024
Q3 | $767K | Sell |
|
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|
2024
Q2 | $748K | Sell |
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|
2024
Q1 | $718K | Buy |
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|
2023
Q4 | $442K | Buy |
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|
2023
Q3 | $168K | Buy |
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|
2023
Q2 | $178K | Buy |
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|
2023
Q1 | $109K | Buy |
|