Whittier Trust’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 | $24.9K | Buy |
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|
2025
Q2 | $3.83K | Hold |
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|
2025
Q1 | $4.72K | Hold |
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|
2024
Q4 | $5.55K | Hold |
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|
2024
Q3 | $5.44K | Hold |
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|
2024
Q2 | $4.8K | Hold |
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|
2024
Q1 | $4.61K | Sell |
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|
2023
Q4 | $8.45K | Buy |
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|
2023
Q3 | $4.43K | Hold |
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|
2023
Q2 | $4.75K | Sell |
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|
2023
Q1 | $55.7K | Buy |
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|
2022
Q4 | $4.47K | Hold |
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|
2022
Q3 | $3K | Hold |
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|
2022
Q2 | $3K | Hold |
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|
2022
Q1 | $3K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $61K | Hold |
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|
2019
Q4 | $74K | Sell |
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|
2019
Q3 | $70K | Buy |
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|
2019
Q2 | $156K | Hold |
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|
2019
Q1 | $121K | Sell |
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|
2018
Q4 | $174K | Sell |
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|
2018
Q3 | $416K | Sell |
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|
2018
Q2 | $389K | Hold |
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|
2018
Q1 | $402K | Hold |
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|
2017
Q4 | $410K | Hold |
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|
2017
Q3 | $622K | Sell |
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|
2017
Q2 | $620K | Hold |
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|
2017
Q1 | $620K | Sell |
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|
2016
Q4 | $580K | Hold |
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|
2016
Q3 | $584K | Hold |
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|
2016
Q2 | $610K | Hold |
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|
2016
Q1 | $570K | Sell |
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|
2015
Q4 | $580K | Hold |
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|
2015
Q3 | $576K | Sell |
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|
2015
Q2 | $584K | Sell |
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|
2015
Q1 | $653K | Buy |
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|
2014
Q4 | $575K | Sell |
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|
2014
Q3 | $494K | Sell |
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|
2014
Q2 | $531K | Hold |
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|
2014
Q1 | $477K | Hold |
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|
2013
Q4 | $445K | Sell |
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|
2013
Q3 | $624K | Hold |
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|
2013
Q2 | $698K | Buy |
|