Willow Creek Wealth Management’s Gores Guggenheim PSNY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$16.4K Hold
15,320
﹤0.01% 167
2025
Q1
$16.1K Hold
15,320
﹤0.01% 155
2024
Q4
$16.1K Hold
15,320
﹤0.01% 153
2024
Q3
$26.4K Buy
+15,320
New +$26.4K ﹤0.01% 155