Carson Wealth (CWM LLC)’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 | $76K | Buy |
3,936
+2,436
| +162% | +$47K | ﹤0.01% | 2941 |
|
|
2025
Q1 | $28K | Buy |
1,500
+380
| +34% | +$7.09K | ﹤0.01% | 3446 |
|
|
2024
Q4 | $27K | Buy |
1,120
+89
| +9% | +$2.15K | ﹤0.01% | 3245 |
|
|
2024
Q3 | $20K | Buy |
1,031
+144
| +16% | +$2.79K | ﹤0.01% | 3359 |
|
|
2024
Q2 | $14K | Buy |
887
+57
| +7% | +$900 | ﹤0.01% | 3350 |
|
|
2024
Q1 | $12K | Buy |
830
+8
| +1% | +$116 | ﹤0.01% | 3241 |
|
|
2023
Q4 | $10K | Hold |
822
| – | – | ﹤0.01% | 3195 |
|
|
2023
Q3 | $8K | Buy |
822
+37
| +5% | +$360 | ﹤0.01% | 3259 |
|
|
2023
Q2 | $7K | Sell |
785
-49
| -6% | -$437 | ﹤0.01% | 3292 |
|
|
2023
Q1 | $8K | Buy |
834
+73
| +10% | +$700 | ﹤0.01% | 3091 |
|
|
2022
Q4 | $7K | Hold |
761
| – | – | ﹤0.01% | 3023 |
|
|
2022
Q3 | $5K | Buy |
761
+672
| +755% | +$4.42K | ﹤0.01% | 3090 |
|
|
2022
Q2 | $1K | Buy |
+89
| New | +$1K | ﹤0.01% | 3592 |
|