Wealth Enhancement Advisory Services’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 | $1.94M | Sell |
139,400
-115,149
| -45% | -$1.6M | ﹤0.01% | 1361 |
|
|
2025
Q1 | $4.37M | Buy |
254,549
+147,964
| +139% | +$2.54M | 0.01% | 881 |
|
|
2024
Q4 | $2.15M | Buy |
106,585
+27,873
| +35% | +$562K | ﹤0.01% | 1140 |
|
|
2024
Q3 | $1.56M | Buy |
78,712
+21,658
| +38% | +$428K | ﹤0.01% | 1173 |
|
|
2024
Q2 | $996K | Buy |
57,054
+22,548
| +65% | +$394K | ﹤0.01% | 1278 |
|
|
2024
Q1 | $578K | Buy |
34,506
+1,507
| +5% | +$25.3K | ﹤0.01% | 1492 |
|
|
2023
Q4 | $595K | Sell |
32,999
-2,045
| -6% | -$36.9K | ﹤0.01% | 1409 |
|
|
2023
Q3 | $565K | Buy |
+35,044
| New | +$565K | ﹤0.01% | 1359 |
|