Bleakley Financial Group’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 | $418K | Buy |
21,543
+110
| +0.5% | +$2.14K | 0.01% | 509 |
|
|
2025
Q1 | $394K | Sell |
21,433
-708
| -3% | -$13K | 0.01% | 459 |
|
|
2024
Q4 | $528K | Buy |
22,141
+306
| +1% | +$7.3K | 0.02% | 602 |
|
|
2024
Q3 | $422K | Sell |
21,835
-244
| -1% | -$4.71K | 0.01% | 646 |
|
|
2024
Q2 | $359K | Sell |
22,079
-423
| -2% | -$6.87K | 0.01% | 707 |
|
|
2024
Q1 | $318K | Buy |
22,502
+3,930
| +21% | +$55.5K | 0.01% | 742 |
|
|
2023
Q4 | $227K | Buy |
18,572
+2,436
| +15% | +$29.8K | 0.01% | 817 |
|
|
2023
Q3 | $164K | Buy |
16,136
+4,430
| +38% | +$45.1K | 0.01% | 813 |
|
|
2023
Q2 | $97.5K | Sell |
11,706
-10,074
| -46% | -$83.9K | ﹤0.01% | 878 |
|
|
2023
Q1 | $198K | Buy |
21,780
+8,908
| +69% | +$81.1K | 0.01% | 831 |
|
|
2022
Q4 | $126K | Buy |
+12,872
| New | +$126K | ﹤0.01% | 816 |
|