Evermay Wealth Management’s PG&E PCG Stock Holding History

Evermay Wealth Management’s Portfolio PCG Stock Details PCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$66.6K	Hold
2025 Q1	$82K	Buy
2024 Q4	–	Sell
2024 Q3	$2.45K	Hold
2024 Q2	$2.17K	Hold
2024 Q1	$2.08K	Sell
2023 Q4	$2.6K	Buy
2023 Q3	$2K	Hold
2023 Q2	$2.14K	Buy