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 |
|