Commonwealth Equity Services’s PJT Partners PJT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$824K	Sell	5,895 -58	-1%	-$9.13K	﹤0.01%	2770
2025 Q4	$995K	Sell	5,953 -160	-3%	-$27.4K	﹤0.01%	2580
2025 Q3	$1.09M	Sell	6,113 -396	-6%	-$71.3K	﹤0.01%	2530
2025 Q2	$1.07M	Buy	6,509 +168	+3%	+$24.4K	﹤0.01%	2500
2025 Q1	$874K	Buy	6,341 +572	+10%	+$90K	﹤0.01%	2570
2024 Q4	$910K	Buy	5,769 +2,012	+54%	+$307K	﹤0.01%	2460
2024 Q3	$501K	Buy	3,757 +367	+11%	+$44.8K	﹤0.01%	2893
2024 Q2	$366K	Sell	3,390 -166	-5%	-$16.7K	﹤0.01%	3114
2024 Q1	$335K	Sell	3,556 -1	-0%	-$98	﹤0.01%	3173
2023 Q4	$362K	Sell	3,557 -96	-3%	-$8.25K	﹤0.01%	3002
2023 Q3	$290K	Buy	3,653 +71	+2%	+$5.49K	﹤0.01%	3064
2023 Q2	$249K	Buy	+3,582	New	+$247K	﹤0.01%	3201
2021 Q2	–	Sell	-3,165	Closed	-$214K	–	3563
2021 Q1	$214K	Buy	3,165 +368	+13%	+$26.6K	﹤0.01%	3076
2020 Q4	$210K	Buy	+2,797	New	+$197K	﹤0.01%	2883
2019 Q2	–	Sell	-4,838	Closed	-$202K	–	2806
2019 Q1	$202K	Buy	+4,838	New	+$207K	﹤0.01%	2459