Ancora Advisors’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
$4.07M Buy
209,756
+1,790
+0.9% +$34.8K 0.08% 193
2025
Q1
$3.83M Buy
207,966
+4,520
+2% +$83.2K 0.09% 194
2024
Q4
$4.85M Buy
203,446
+830
+0.4% +$19.8K 0.11% 170
2024
Q3
$3.91M Hold
202,616
0.09% 194
2024
Q2
$3.29M Sell
202,616
-78,293
-28% -$1.27M 0.08% 207
2024
Q1
$3.97M Sell
280,909
-4,729
-2% -$66.8K 0.09% 187
2023
Q4
$3.49M Sell
285,638
-1,220
-0.4% -$14.9K 0.08% 198
2023
Q3
$2.92M Sell
286,858
-5,580
-2% -$56.8K 0.08% 197
2023
Q2
$2.44M Sell
292,438
-25,270
-8% -$210K 0.06% 221
2023
Q1
$2.89M Sell
317,708
-28,300
-8% -$258K 0.08% 189
2022
Q4
$3.39M Sell
346,008
-40,230
-10% -$394K 0.1% 181
2022
Q3
$2.44M Buy
386,238
+1,990
+0.5% +$12.6K 0.08% 207
2022
Q2
$2.24M Sell
384,248
-144,410
-27% -$842K 0.06% 232
2022
Q1
$5M Sell
528,658
-57,319
-10% -$542K 0.12% 163
2021
Q4
$7.54M Buy
585,977
+215,540
+58% +$2.77M 0.18% 120
2021
Q3
$4.91M Buy
370,437
+103,600
+39% +$1.37M 0.13% 165
2021
Q2
$3.43M Buy
+266,837
New +$3.43M 0.09% 203