AssetMark Inc’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 | $28K | Buy |
1,441
+31
| +2% | +$602 | ﹤0.01% | 1720 |
|
|
2025
Q1 | $25.9K | Hold |
1,410
| – | – | ﹤0.01% | 1633 |
|
|
2024
Q4 | $33.6K | Hold |
1,410
| – | – | ﹤0.01% | 1522 |
|
|
2024
Q3 | $27.2K | Hold |
1,410
| – | – | ﹤0.01% | 1431 |
|
|
2024
Q2 | $22.9K | Hold |
1,410
| – | – | ﹤0.01% | 1366 |
|
|
2024
Q1 | $19.9K | Buy |
+1,410
| New | +$19.9K | ﹤0.01% | 1281 |
|