Whittier Trust’s Public Service Enterprise Group PEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $353K | Hold |
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|
2025
Q2 | $362K | Hold |
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|
2025
Q1 | $354K | Sell |
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|
2024
Q4 | $372K | Sell |
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|
2024
Q3 | $420K | Buy |
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|
2024
Q2 | $317K | Buy |
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|
2024
Q1 | $273K | Sell |
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|
2023
Q4 | $262K | Sell |
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|
2023
Q3 | $258K | Sell |
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|
2023
Q2 | $299K | Sell |
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|
2023
Q1 | $380K | Buy |
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|
2022
Q4 | $239K | Sell |
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|
2022
Q3 | $221K | Sell |
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|
2022
Q2 | $260K | Buy |
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|
2022
Q1 | $287K | Buy |
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|
2021
Q4 | $261K | Hold |
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|
2021
Q3 | $239K | Buy |
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|
2021
Q2 | $210K | Hold |
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|
2021
Q1 | $212K | Hold |
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|
2020
Q4 | $205K | Hold |
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|
2020
Q3 | $193K | Hold |
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|
2020
Q2 | $173K | Hold |
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|
2020
Q1 | $158K | Sell |
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|
2019
Q4 | $208K | Buy |
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|
2019
Q3 | $218K | Buy |
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|
2019
Q2 | $204K | Hold |
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|
2019
Q1 | $206K | Sell |
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|
2018
Q4 | $312K | Hold |
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|
2018
Q3 | $317K | Hold |
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|
2018
Q2 | $325K | Hold |
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|
2018
Q1 | $301K | Hold |
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|
2017
Q4 | $309K | Hold |
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|
2017
Q3 | $278K | Sell |
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|
2017
Q2 | $277K | Hold |
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|
2017
Q1 | $286K | Sell |
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|
2016
Q4 | $300K | Hold |
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|
2016
Q3 | $286K | Hold |
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|
2016
Q2 | $319K | Hold |
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|
2016
Q1 | $322K | Hold |
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|
2015
Q4 | $264K | Buy |
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|
2015
Q3 | $285K | Hold |
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|
2015
Q2 | $266K | Hold |
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|
2015
Q1 | $284K | Hold |
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|
2014
Q4 | $281K | Hold |
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|
2014
Q3 | $252K | Hold |
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|
2014
Q2 | $276K | Hold |
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|
2014
Q1 | $258K | Hold |
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|
2013
Q4 | $216K | Hold |
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|
2013
Q3 | $223K | Hold |
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|
2013
Q2 | $221K | Buy |
|