Barclays’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
$4.86M Buy
250,148
+7,377
+3% +$143K ﹤0.01% 1650
2025
Q1
$4.47M Buy
242,771
+40,254
+20% +$741K ﹤0.01% 1491
2024
Q4
$4.83M Buy
202,517
+16,130
+9% +$385K ﹤0.01% 1633
2024
Q3
$3.6M Buy
186,387
+1,517
+0.8% +$29.3K ﹤0.01% 1754
2024
Q2
$3M Sell
184,870
-42,403
-19% -$689K ﹤0.01% 1440
2024
Q1
$3.21M Buy
227,273
+106,057
+87% +$1.5M ﹤0.01% 1612
2023
Q4
$1.48M Buy
121,216
+59,805
+97% +$731K ﹤0.01% 2353
2023
Q3
$625K Buy
61,411
+9,185
+18% +$93.5K ﹤0.01% 2407
2023
Q2
$434K Buy
52,226
+14,000
+37% +$116K ﹤0.01% 2691
2023
Q1
$348K Buy
38,226
+6,671
+21% +$60.7K ﹤0.01% 2867
2022
Q4
$310K Sell
31,555
-13,786
-30% -$135K ﹤0.01% 2874
2022
Q3
$287K Sell
45,341
-1,511
-3% -$9.56K ﹤0.01% 2888
2022
Q2
$274K Buy
46,852
+8,333
+22% +$48.7K ﹤0.01% 2963
2022
Q1
$364K Buy
+38,519
New +$364K ﹤0.01% 2985