WestHill Financial 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 | $352K | Sell |
25,258
-104
| -0.4% | -$1.45K | 0.07% | 51 |
|
|
2025
Q1 | $436K | Hold |
25,362
| – | – | 0.1% | 44 |
|
|
2024
Q4 | $512K | Hold |
25,362
| – | – | 0.11% | 41 |
|
|
2024
Q3 | $501K | Buy |
25,362
+104
| +0.4% | +$2.06K | 0.11% | 42 |
|
|
2024
Q2 | $441K | Hold |
25,258
| – | – | 0.11% | 44 |
|
|
2024
Q1 | $423K | Buy |
25,258
+3,570
| +16% | +$59.8K | 0.1% | 43 |
|
|
2023
Q4 | $391K | Hold |
21,688
| – | – | 0.1% | 44 |
|
|
2023
Q3 | $350K | Buy |
+21,688
| New | +$350K | 0.1% | 44 |
|