AWA
Amplius Wealth Advisors’s PJT Partners PJT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $400K | Hold |
2,423
| – | – | 0.04% | 136 |
|
|
2025
Q1 | $334K | Hold |
2,423
| – | – | 0.03% | 128 |
|
|
2024
Q4 | $382K | Hold |
2,423
| – | – | 0.04% | 123 |
|
|
2024
Q3 | $323K | Hold |
2,423
| – | – | 0.04% | 120 |
|
|
2024
Q2 | $261K | Hold |
2,423
| – | – | 0.03% | 140 |
|
|
2024
Q1 | $228K | Hold |
2,423
| – | – | 0.03% | 156 |
|
|
2023
Q4 | $247K | Buy |
+2,423
| New | +$247K | 0.03% | 143 |
|
|
2022
Q1 | – | Sell |
-2,423
| Closed | -$179K | – | 712 |
|
|
2021
Q4 | $179K | Buy |
+2,423
| New | +$179K | 0.02% | 195 |
|