FirstPurpose Wealth LLC
- SEC CIK
- 0001913420
- Latest filing
- Apr 23, 2024
PCG holding history
PG&E Corp in every 13F filed by FirstPurpose Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
PCG overviewAll 13F holders of PCGFull Q1 2024 holdings
- Shares (Q1 2024)
- 19,334
- Value
- $323.3K
- % of portfolio
- 0.1%
- Quarters held
- 9
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2024 | 19,334 | $323.3K | 0.1% | −385−2.0% | Reduced | Holders |
| Q4 2023 | 19,719 | $355.5K | 0.1% | +792+4.2% | Added | Holders |
| Q3 2023 | 18,927 | $305.3K | 0.1% | +396+2.1% | Added | Holders |
| Q2 2023 | 18,531 | $320.2K | 0.1% | +801+4.5% | Added | Holders |
| Q1 2023 | 17,730 | $286.7K | 0.1% | +352+2.0% | Added | Holders |
| Q4 2022 | 17,378 | $282.6K | 0.2% | +1,561+9.9% | Added | Holders |
| Q3 2022 | 15,817 | $198.0K | 0.1% | +3,707+30.6% | Added | Holders |
| Q2 2022 | 12,110 | $121.0K | 0.1% | +1,132+10.3% | Added | Holders |
| Q1 2022 | 10,978 | $131.0K | 0.1% | +10,978 | New | Holders |