Allworth Financial’s Perella Weinberg Partners PWP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$39	Sell	2 -40	-95%	-$780	﹤0.01%	4463
2025 Q1	$707	Buy	42 +23	+121%	+$387	﹤0.01%	3579
2024 Q4	$498	Buy	+19	New	+$498	﹤0.01%	3597
2024 Q1	–	Sell	-3,600	Closed	-$44K	–	3673
2023 Q4	$44K	Buy	+3,600	New	+$44K	﹤0.01%	1241