Summit Trail Advisors’s PG&E PCG Stock Holding History

Summit Trail Advisors’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	$351K	Buy
2025 Q1	$336K	Buy
2024 Q4	$268K	Buy
2018 Q1	–	Sell
2017 Q4	$92K	Buy