Charles Schwab’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $11.3M | Buy |
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|
2025
Q2 | $9.95M | Buy |
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|
2025
Q1 | $8.49M | Buy |
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|
2024
Q4 | $10.9M | Buy |
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|
2024
Q3 | $8.38M | Buy |
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|
2024
Q2 | $2.37M | Buy |
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|
2024
Q1 | $1.62M | Sell |
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|
2023
Q4 | $1.43M | Buy |
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|
2023
Q3 | $1.19M | Sell |
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|
2023
Q2 | $976K | Buy |
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|
2023
Q1 | $937K | Buy |
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|
2022
Q4 | $1M | Sell |
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|
2022
Q3 | $664K | Sell |
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|
2022
Q2 | $682K | Buy |
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|
2022
Q1 | $137K | Hold |
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|
2021
Q4 | $187K | Hold |
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|
2021
Q3 | $192K | Buy |
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