Ameriprise’s Perella Weinberg Partners PWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.6M | Buy |
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|
2025
Q1 | $16.1M | Buy |
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|
2024
Q4 | $19.5M | Sell |
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|
2024
Q3 | $16.1M | Buy |
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|
2024
Q2 | $2.64M | Buy |
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|
2024
Q1 | $951K | Sell |
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|
2023
Q4 | $1.24M | Buy |
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|
2023
Q3 | $846K | Hold |
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|
2023
Q2 | $692K | Sell |
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|
2023
Q1 | $1.03M | Buy |
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|
2022
Q4 | $594K | Sell |
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|
2022
Q3 | $568K | Hold |
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|
2022
Q2 | $523K | Buy |
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|
2022
Q1 | $569K | Buy |
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|
2021
Q4 | $589K | Buy |
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