Wedmont Private Capital’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 | $164K | Sell |
12,131
-2,233
| -16% | -$30.2K | 0.01% | 724 |
|
|
2025
Q1 | $243K | Sell |
14,364
-10,095
| -41% | -$171K | 0.01% | 578 |
|
|
2024
Q4 | $420K | Buy |
24,459
+1,591
| +7% | +$27.3K | 0.02% | 438 |
|
|
2024
Q3 | $451K | Buy |
22,868
+4,991
| +28% | +$98.4K | 0.03% | 384 |
|
|
2024
Q2 | $324K | Buy |
17,877
+2,364
| +15% | +$42.8K | 0.02% | 473 |
|
|
2024
Q1 | $264K | Buy |
15,513
+462
| +3% | +$7.85K | 0.02% | 483 |
|
|
2023
Q4 | $272K | Buy |
15,051
+4,693
| +45% | +$84.7K | 0.02% | 455 |
|
|
2023
Q3 | $161K | Sell |
10,358
-1,283
| -11% | -$20K | 0.02% | 476 |
|
|
2023
Q2 | $207K | Buy |
+11,641
| New | +$207K | 0.02% | 464 |
|