BWP
Baldwin Wealth Partners’s PJT Partners PJT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,335
| Closed | -$311K | – | 802 |
|
|
2024
Q3 | $311K | Buy |
2,335
+2,333
| +116,650% | +$311K | 0.02% | 266 |
|
|
2024
Q2 | $216 | Hold |
2
| – | – | ﹤0.01% | 755 |
|
|
2024
Q1 | $189 | Hold |
2
| – | – | ﹤0.01% | 685 |
|
|
2023
Q4 | $204 | Hold |
2
| – | – | ﹤0.01% | 715 |
|
|
2023
Q3 | $159 | Hold |
2
| – | – | ﹤0.01% | 743 |
|
|
2023
Q2 | $139 | Hold |
2
| – | – | ﹤0.01% | 759 |
|
|
2023
Q1 | $144 | Buy |
+2
| New | +$144 | ﹤0.01% | 791 |
|
|
2018
Q4 | – | Sell |
-37
| Closed | -$2K | – | 533 |
|
|
2018
Q3 | $2K | Hold |
37
| – | – | ﹤0.01% | 505 |
|
|
2018
Q2 | $2K | Hold |
37
| – | – | ﹤0.01% | 497 |
|
|
2018
Q1 | $2K | Hold |
37
| – | – | ﹤0.01% | 475 |
|
|
2017
Q4 | $2K | Hold |
37
| – | – | ﹤0.01% | 460 |
|
|
2017
Q3 | $1K | Hold |
37
| – | – | ﹤0.01% | 470 |
|
|
2017
Q2 | $1K | Hold |
37
| – | – | ﹤0.01% | 463 |
|
|
2017
Q1 | $1K | Hold |
37
| – | – | ﹤0.01% | 483 |
|
|
2016
Q4 | $1K | Sell |
37
-5
| -12% | -$135 | ﹤0.01% | 503 |
|
|
2016
Q3 | $1K | Hold |
42
| – | – | ﹤0.01% | 522 |
|
|
2016
Q2 | $1K | Hold |
42
| – | – | ﹤0.01% | 448 |
|
|
2016
Q1 | $1K | Buy |
+42
| New | +$1K | ﹤0.01% | 478 |
|