Ameritas Investment Partners’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
2026 Q1	$94.3K	Hold	5,195	–	–	﹤0.01%	1725
2025 Q4	$89.9K	Hold	5,195	–	–	﹤0.01%	1768
2025 Q3	$111K	Sell	5,195 -1,030	-17%	-$22K	﹤0.01%	1627
2025 Q2	$121K	Buy	6,225 +1,075	+21%	+$19K	﹤0.01%	1623
2025 Q1	$94.8K	Hold	5,150	–	–	﹤0.01%	1744
2024 Q4	$123K	Hold	5,150	–	–	﹤0.01%	1639
2024 Q3	$99.4K	Hold	5,150	–	–	﹤0.01%	1785
2024 Q2	$83.7K	Buy	5,150 +795	+18%	+$12K	﹤0.01%	1839
2024 Q1	$61.5K	Hold	4,355	–	–	﹤0.01%	2029
2023 Q4	$53.3K	Buy	4,355 +861	+25%	+$9.38K	﹤0.01%	2133
2023 Q3	$35.6K	Hold	3,494	–	–	﹤0.01%	2278
2023 Q2	$29.1K	Hold	3,494	–	–	﹤0.01%	2355
2023 Q1	$31.8K	Hold	3,494	–	–	﹤0.01%	2235
2022 Q4	$35.3K	Hold	3,494	–	–	﹤0.01%	2273
2022 Q3	$22K	Hold	3,494	–	–	﹤0.01%	2488
2022 Q2	$20K	Buy	+3,494	New	+$25.3K	﹤0.01%	2543