Allworth Financial’s PJT Partners PJT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.4K | Sell |
130
-10
| -7% | -$1.65K | ﹤0.01% | 2469 |
|
|
2025
Q1 | $18.8K | Buy |
140
+1
| +0.7% | +$134 | ﹤0.01% | 2113 |
|
|
2024
Q4 | $22.6K | Buy |
139
+2
| +1% | +$325 | ﹤0.01% | 2009 |
|
|
2024
Q3 | $18.2K | Buy |
137
+5
| +4% | +$665 | ﹤0.01% | 1979 |
|
|
2024
Q2 | $15.5K | Sell |
132
-25
| -16% | -$2.93K | ﹤0.01% | 2033 |
|
|
2024
Q1 | $14.8K | Buy |
157
+11
| +8% | +$1.03K | ﹤0.01% | 1936 |
|
|
2023
Q4 | $14.9K | Buy |
146
+24
| +20% | +$2.45K | ﹤0.01% | 1807 |
|
|
2023
Q3 | $9.73K | Sell |
122
-52
| -30% | -$4.15K | ﹤0.01% | 1853 |
|
|
2023
Q2 | $12.1K | Sell |
174
-86
| -33% | -$6K | ﹤0.01% | 1800 |
|
|
2023
Q1 | $18.7K | Buy |
260
+240
| +1,200% | +$17.3K | ﹤0.01% | 1487 |
|
|
2022
Q4 | $1.48K | Hold |
20
| – | – | ﹤0.01% | 2342 |
|
|
2022
Q3 | $1K | Sell |
20
-187
| -90% | -$9.35K | ﹤0.01% | 2459 |
|
|
2022
Q2 | $15K | Buy |
207
+189
| +1,050% | +$13.7K | ﹤0.01% | 1372 |
|
|
2022
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 1986 |
|
|
2021
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 1847 |
|
|
2021
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 1787 |
|
|
2021
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 1481 |
|
|
2021
Q1 | $1K | Buy |
18
+5
| +38% | +$278 | ﹤0.01% | 1413 |
|
|
2020
Q4 | $1K | Hold |
13
| – | – | ﹤0.01% | 1281 |
|
|
2020
Q3 | $1K | Buy |
13
+11
| +550% | +$846 | ﹤0.01% | 1117 |
|
|
2020
Q2 | $0 | Sell |
2
-5
| -71% | – | ﹤0.01% | 1331 |
|
|
2020
Q1 | $0 | Sell |
7
-7
| -50% | – | ﹤0.01% | 1309 |
|
|
2019
Q4 | $1K | Buy |
14
+12
| +600% | +$857 | ﹤0.01% | 1001 |
|
|
2019
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 1002 |
|
|
2019
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 1019 |
|
|
2019
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1018 |
|
|
2016
Q4 | – | Sell |
-5
| Closed | – | – | 726 |
|
|
2016
Q3 | $0 | Buy |
+5
| New | – | ﹤0.01% | 734 |
|