CAPTRUST Financial Advisors’s PJT Partners PJT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340K | Buy |
2,061
+207
| +11% | +$34.2K | ﹤0.01% | 1973 |
|
|
2025
Q1 | $256K | Sell |
1,854
-1,192
| -39% | -$164K | ﹤0.01% | 2030 |
|
|
2024
Q4 | $481K | Sell |
3,046
-103
| -3% | -$16.3K | ﹤0.01% | 1628 |
|
|
2024
Q3 | $420K | Buy |
3,149
+67
| +2% | +$8.93K | ﹤0.01% | 1675 |
|
|
2024
Q2 | $333K | Sell |
3,082
-15
| -0.5% | -$1.62K | ﹤0.01% | 1755 |
|
|
2024
Q1 | $292K | Sell |
3,097
-5,862
| -65% | -$553K | ﹤0.01% | 1791 |
|
|
2023
Q4 | $913K | Buy |
8,959
+8
| +0.1% | +$815 | ﹤0.01% | 1327 |
|
|
2023
Q3 | $711K | Buy |
8,951
+6,063
| +210% | +$482K | ﹤0.01% | 1410 |
|
|
2023
Q2 | $201K | Buy |
+2,888
| New | +$201K | ﹤0.01% | 2262 |
|
|
2022
Q3 | – | Sell |
-2,347
| Closed | -$165K | – | 3487 |
|
|
2022
Q2 | $165K | Sell |
2,347
-25
| -1% | -$1.76K | ﹤0.01% | 1838 |
|
|
2022
Q1 | $150K | Buy |
2,372
+120
| +5% | +$7.59K | ﹤0.01% | 1939 |
|
|
2021
Q4 | $167K | Buy |
2,252
+3
| +0.1% | +$222 | ﹤0.01% | 1770 |
|
|
2021
Q3 | $178K | Sell |
2,249
-37
| -2% | -$2.93K | ﹤0.01% | 1644 |
|
|
2021
Q2 | $163K | Buy |
2,286
+1,599
| +233% | +$114K | ﹤0.01% | 1664 |
|
|
2021
Q1 | $46K | Buy |
687
+322
| +88% | +$21.6K | ﹤0.01% | 2480 |
|
|
2020
Q4 | $27K | Buy |
365
+2
| +0.6% | +$148 | ﹤0.01% | 2114 |
|
|
2020
Q3 | $22K | Sell |
363
-83
| -19% | -$5.03K | ﹤0.01% | 1933 |
|
|
2020
Q2 | $22K | Buy |
+446
| New | +$22K | ﹤0.01% | 1905 |
|
|
2019
Q4 | – | Sell |
-439
| Closed | -$18K | – | 1577 |
|
|
2019
Q3 | $18K | Buy |
439
+5
| +1% | +$205 | ﹤0.01% | 1342 |
|
|
2019
Q2 | $18K | Buy |
434
+300
| +224% | +$12.4K | ﹤0.01% | 1310 |
|
|
2019
Q1 | $6K | Buy |
+134
| New | +$6K | ﹤0.01% | 1499 |
|
|
2018
Q3 | – | Sell |
-50
| Closed | -$3K | – | 1669 |
|
|
2018
Q2 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 1381 |
|