WestHill Financial Advisors’s PG&E PCG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$381K Hold
2025
Q2
$352K Sell
2025
Q1
$436K Hold
2024
Q4
$512K Hold
2024
Q3
$501K Buy
2024
Q2
$441K Hold
2024
Q1
$423K Buy
2023
Q4
$391K Hold
2023
Q3
$350K Buy