Carson Wealth (CWM LLC)’s PJT Partners PJT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20K | Sell |
120
-1
| -0.8% | -$167 | ﹤0.01% | 3917 |
|
|
2025
Q1 | $17K | Buy |
121
+21
| +21% | +$2.95K | ﹤0.01% | 3807 |
|
|
2024
Q4 | $16K | Buy |
100
+35
| +54% | +$5.6K | ﹤0.01% | 3596 |
|
|
2024
Q3 | $9K | Buy |
65
+36
| +124% | +$4.99K | ﹤0.01% | 3846 |
|
|
2024
Q2 | $3K | Buy |
29
+15
| +107% | +$1.55K | ﹤0.01% | 4109 |
|
|
2024
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 4181 |
|
|
2023
Q4 | $1K | Sell |
14
-2
| -13% | -$143 | ﹤0.01% | 4003 |
|
|
2023
Q3 | $1K | Buy |
16
+2
| +14% | +$125 | ﹤0.01% | 4034 |
|
|
2023
Q2 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 4019 |
|
|
2018
Q4 | – | Sell |
-25
| Closed | -$1K | – | 2205 |
|
|
2018
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 1718 |
|
|
2018
Q2 | $1K | Sell |
25
-12
| -32% | -$480 | ﹤0.01% | 1566 |
|
|
2018
Q1 | $2K | Hold |
37
| – | – | ﹤0.01% | 1196 |
|
|
2017
Q4 | $2K | Sell |
37
-2
| -5% | -$108 | ﹤0.01% | 1289 |
|
|
2017
Q3 | $1K | Hold |
39
| – | – | ﹤0.01% | 1403 |
|
|
2017
Q2 | $2K | Hold |
39
| – | – | ﹤0.01% | 1025 |
|
|
2017
Q1 | $1K | Hold |
39
| – | – | ﹤0.01% | 1089 |
|
|
2016
Q4 | $1K | Hold |
39
| – | – | ﹤0.01% | 1063 |
|
|
2016
Q3 | $1K | Hold |
39
| – | – | ﹤0.01% | 954 |
|
|
2016
Q2 | $1K | Hold |
39
| – | – | ﹤0.01% | 750 |
|
|
2016
Q1 | $1K | Buy |
+39
| New | +$1K | ﹤0.01% | 713 |
|