Bank of New York Mellon’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 | $4.52M | Buy |
232,653
+36,364
| +19% | +$706K | ﹤0.01% | 2312 |
|
|
2025
Q1 | $3.61M | Buy |
196,289
+5,736
| +3% | +$106K | ﹤0.01% | 2381 |
|
|
2024
Q4 | $4.54M | Buy |
190,553
+61,428
| +48% | +$1.46M | ﹤0.01% | 2335 |
|
|
2024
Q3 | $2.49M | Sell |
129,125
-37,873
| -23% | -$731K | ﹤0.01% | 2636 |
|
|
2024
Q2 | $2.71M | Buy |
166,998
+46,926
| +39% | +$763K | ﹤0.01% | 2628 |
|
|
2024
Q1 | $1.7M | Sell |
120,072
-15,467
| -11% | -$219K | ﹤0.01% | 2854 |
|
|
2023
Q4 | $1.66M | Sell |
135,539
-36,696
| -21% | -$449K | ﹤0.01% | 2923 |
|
|
2023
Q3 | $1.75M | Buy |
172,235
+3,002
| +2% | +$30.6K | ﹤0.01% | 2885 |
|
|
2023
Q2 | $1.41M | Buy |
169,233
+12,502
| +8% | +$104K | ﹤0.01% | 3019 |
|
|
2023
Q1 | $1.43M | Sell |
156,731
-13,295
| -8% | -$121K | ﹤0.01% | 2978 |
|
|
2022
Q4 | $1.67M | Sell |
170,026
-49,528
| -23% | -$485K | ﹤0.01% | 2939 |
|
|
2022
Q3 | $1.39M | Buy |
219,554
+34,723
| +19% | +$220K | ﹤0.01% | 3047 |
|
|
2022
Q2 | $1.08M | Buy |
184,831
+103,149
| +126% | +$602K | ﹤0.01% | 3181 |
|
|
2022
Q1 | $771K | Buy |
81,682
+1,728
| +2% | +$16.3K | ﹤0.01% | 3464 |
|
|
2021
Q4 | $1.03M | Buy |
79,954
+66,366
| +488% | +$853K | ﹤0.01% | 3374 |
|
|
2021
Q3 | $180K | Buy |
+13,588
| New | +$180K | ﹤0.01% | 4237 |
|