Waverly Advisors’s PG&E PCG Stock Holding History

Waverly Advisors’s Portfolio PCG Stock Details PCG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$553K	Buy
2014 Q4	–	Sell
2014 Q3	$4K	Sell
2014 Q2	$9K	Buy
2014 Q1	–	Sell
2013 Q4	$16K	Hold
2013 Q3	$16K	Buy