Ameritas Investment Partners’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 | $121K | Buy |
6,225
+1,075
| +21% | +$20.9K | ﹤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% | +$12.9K | ﹤0.01% | 1839 |
|
|
2024
Q1 | $61.5K | Hold |
4,355
| – | – | ﹤0.01% | 2029 |
|
|
2023
Q4 | $53.3K | Buy |
4,355
+861
| +25% | +$10.5K | ﹤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 | +$20K | ﹤0.01% | 2543 |
|