Carson Wealth (CWM LLC)’s Perella Weinberg Partners PWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $230K | Buy |
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|
2025
Q4 | $79K | Buy |
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|
2025
Q3 | $94K | Buy |
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|
2025
Q2 | $76K | Buy |
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|
2025
Q1 | $28K | Buy |
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|
2024
Q4 | $27K | Buy |
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|
2024
Q3 | $20K | Buy |
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|
2024
Q2 | $14K | Buy |
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|
2024
Q1 | $12K | Buy |
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|
2023
Q4 | $10K | Hold |
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|
2023
Q3 | $8K | Buy |
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|
2023
Q2 | $7K | Sell |
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|
2023
Q1 | $8K | Buy |
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|
2022
Q4 | $7K | Hold |
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|
2022
Q3 | $5K | Buy |
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|
2022
Q2 | $1K | Buy |
|