Wallace Advisory Group’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 | $560K | Buy |
32,609
+5,479
| +20% | +$94.1K | 0.41% | 69 |
|
|
2025
Q1 | $547K | Sell |
27,130
-220
| -0.8% | -$4.44K | 0.38% | 73 |
|
|
2024
Q4 | $541K | Sell |
27,350
-5,733
| -17% | -$113K | 0.37% | 73 |
|
|
2024
Q3 | $578K | Sell |
33,083
-983
| -3% | -$17.2K | 0.42% | 55 |
|
|
2024
Q2 | $595K | Sell |
34,066
-825
| -2% | -$14.4K | 0.43% | 53 |
|
|
2024
Q1 | $629K | Buy |
34,891
+1,379
| +4% | +$24.9K | 0.47% | 52 |
|
|
2023
Q4 | $541K | Sell |
33,512
-2,825
| -8% | -$45.6K | 0.42% | 54 |
|
|
2023
Q3 | $628K | Sell |
36,337
-995
| -3% | -$17.2K | 0.45% | 44 |
|
|
2023
Q2 | $604K | Hold |
37,332
| – | – | 0.46% | 48 |
|
|
2023
Q1 | $604K | Sell |
37,332
-1,136
| -3% | -$18.4K | 0.46% | 48 |
|
|
2022
Q4 | $625K | Buy |
+38,468
| New | +$625K | 0.49% | 45 |
|