Cherry Tree Wealth Management’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	$2.84K	Hold	204	–	–	﹤0.01%	514
2025 Q1	$3.51K	Hold	204	–	–	﹤0.01%	571
2024 Q4	$4.12K	Buy	+204	New	+$4.12K	﹤0.01%	494