True Wealth Design’s PotlatchDeltic PCH Stock Holding History

True Wealth Design’s Portfolio PCH Stock Details PCH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-19	Closed	-$756	–	2800
2025 Q4	$756	Buy	19 +3	+19%	+$121	﹤0.01%	1805
2025 Q3	$652	Buy	16 +10	+167%	+$414	﹤0.01%	1919
2025 Q2	$231	Buy	6 +4	+200%	+$157	﹤0.01%	2026
2025 Q1	$91	Buy	+2	New	+$88	﹤0.01%	2223
2023 Q3	–	Sell	-79	Closed	-$4.18K	–	803
2023 Q2	$4.18K	Hold	79	–	–	﹤0.01%	249
2023 Q1	$3.91K	Buy	+79	New	+$3.71K	﹤0.01%	287

Other funds holding PCH

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

True Wealth Design's PCH Position: Q1 2026 in Review

True Wealth Design sold out of PotlatchDeltic (PCH) in Q1 2026, closing a stake of 19 shares — an estimated $756 sold.

True Wealth Design first reported a position in PCH in Q1 2023 and held it in 6 quarters. The position peaked at $4.18K in Q2 2023. 2 funds tracked by Wall St. Rank hold PCH as of Q1 2026.

True Wealth Design reported no remaining PotlatchDeltic position as of Q1 2026 after selling out during the quarter.
True Wealth Design sold 19 PotlatchDeltic shares in Q1 2026, an estimated $756.
True Wealth Design first reported a position in PotlatchDeltic in Q1 2023 and held it in 6 quarters.
True Wealth Design's PotlatchDeltic position peaked at $4.18K in Q2 2023.
2 funds tracked by Wall St. Rank held PotlatchDeltic as of Q1 2026.

Based on True Wealth Design's 13F filing for Q1 2026, filed 13 Apr 2026.