Bank of America’s Perella Weinberg Partners PWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.6M | Sell |
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|
2025
Q1 | $17.6M | Buy |
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|
2024
Q4 | $16M | Buy |
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|
2024
Q3 | $8.89M | Buy |
|
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|
2024
Q2 | $4.29M | Buy |
|
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|
2024
Q1 | $3.33M | Buy |
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|
2023
Q4 | $1.81M | Buy |
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|
2023
Q3 | $1.13M | Buy |
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|
2023
Q2 | $402K | Sell |
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|
2023
Q1 | $635K | Sell |
|
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|
2022
Q4 | $8.33M | Buy |
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|
2022
Q3 | $5.13M | Sell |
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|
2022
Q2 | $7.25M | Buy |
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|
2022
Q1 | $7.41M | Buy |
|
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|
2021
Q4 | $3.1M | Buy |
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|
2021
Q3 | $10K | Buy |
|