Commerce Bank’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
$249K Hold
12,810
﹤0.01% 1091
2025
Q1
$236K Sell
12,810
-115
-0.9% -$2.12K ﹤0.01% 1089
2024
Q4
$308K Sell
12,925
-140
-1% -$3.34K ﹤0.01% 1021
2024
Q3
$252K Sell
13,065
-415
-3% -$8.01K ﹤0.01% 1110
2024
Q2
$219K Hold
13,480
﹤0.01% 1117
2024
Q1
$190K Buy
+13,480
New +$190K ﹤0.01% 1153