Amalgamated Bank’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 | $35K | Hold |
1,791
| – | – | ﹤0.01% | 1930 |
|
|
2025
Q1 | $33K | Buy |
1,791
+354
| +25% | +$6.52K | ﹤0.01% | 1906 |
|
|
2024
Q4 | $34K | Hold |
1,437
| – | – | ﹤0.01% | 1942 |
|
|
2024
Q3 | $28K | Hold |
1,437
| – | – | ﹤0.01% | 2015 |
|
|
2024
Q2 | $23K | Buy |
1,437
+173
| +14% | +$2.77K | ﹤0.01% | 2066 |
|
|
2024
Q1 | $18K | Sell |
1,264
-4,599
| -78% | -$65.5K | ﹤0.01% | 2176 |
|
|
2023
Q4 | $72K | Sell |
5,863
-376
| -6% | -$4.62K | ﹤0.01% | 2108 |
|
|
2023
Q3 | $64K | Hold |
6,239
| – | – | ﹤0.01% | 2146 |
|
|
2023
Q2 | $52K | Buy |
6,239
+756
| +14% | +$6.3K | ﹤0.01% | 2304 |
|
|
2023
Q1 | $50K | Sell |
5,483
-1,279
| -19% | -$11.7K | ﹤0.01% | 2308 |
|
|
2022
Q4 | $66K | Hold |
6,762
| – | – | ﹤0.01% | 2304 |
|
|
2022
Q3 | $43K | Sell |
6,762
-483
| -7% | -$3.07K | ﹤0.01% | 2526 |
|
|
2022
Q2 | $42K | Buy |
+7,245
| New | +$42K | ﹤0.01% | 2566 |
|