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 |
|