Citigroup’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 | $610K | Sell |
31,436
-12,417
| -28% | -$241K | ﹤0.01% | 2818 |
|
|
2025
Q1 | $807K | Sell |
43,853
-120
| -0.3% | -$2.21K | ﹤0.01% | 2679 |
|
|
2024
Q4 | $1.05M | Buy |
43,973
+6,052
| +16% | +$144K | ﹤0.01% | 2570 |
|
|
2024
Q3 | $732K | Buy |
37,921
+26,482
| +232% | +$511K | ﹤0.01% | 2765 |
|
|
2024
Q2 | $186K | Buy |
11,439
+2,337
| +26% | +$38K | ﹤0.01% | 3193 |
|
|
2024
Q1 | $129K | Buy |
9,102
+3,138
| +53% | +$44.3K | ﹤0.01% | 3457 |
|
|
2023
Q4 | $72.9K | Buy |
5,964
+5,871
| +6,313% | +$71.8K | ﹤0.01% | 3592 |
|
|
2023
Q3 | $947 | Sell |
93
-13,620
| -99% | -$139K | ﹤0.01% | 4342 |
|
|
2023
Q2 | $114K | Buy |
13,713
+12,648
| +1,188% | +$105K | ﹤0.01% | 3512 |
|
|
2023
Q1 | $9.69K | Sell |
1,065
-237
| -18% | -$2.16K | ﹤0.01% | 4080 |
|
|
2022
Q4 | $12.8K | Sell |
1,302
-459
| -26% | -$4.5K | ﹤0.01% | 4057 |
|
|
2022
Q3 | $11K | Sell |
1,761
-5,029
| -74% | -$31.4K | ﹤0.01% | 4224 |
|
|
2022
Q2 | $40K | Sell |
6,790
-6,001
| -47% | -$35.4K | ﹤0.01% | 3952 |
|
|
2022
Q1 | $121K | Buy |
12,791
+12,134
| +1,847% | +$115K | ﹤0.01% | 3644 |
|
|
2021
Q4 | $8K | Buy |
+657
| New | +$8K | ﹤0.01% | 4820 |
|