CWM
Compass Wealth Management’s PJT Partners PJT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2
| Closed | -$276 | – | 338 |
|
|
2025
Q1 | $276 | Hold |
2
| – | – | ﹤0.01% | 427 |
|
|
2024
Q4 | $316 | Hold |
2
| – | – | ﹤0.01% | 390 |
|
|
2024
Q3 | $267 | Hold |
2
| – | – | ﹤0.01% | 395 |
|
|
2024
Q2 | $216 | Hold |
2
| – | – | ﹤0.01% | 398 |
|
|
2024
Q1 | $189 | Hold |
2
| – | – | ﹤0.01% | 386 |
|
|
2023
Q4 | $204 | Hold |
2
| – | – | ﹤0.01% | 379 |
|
|
2023
Q3 | $159 | Hold |
2
| – | – | ﹤0.01% | 393 |
|
|
2023
Q2 | $140 | Hold |
2
| – | – | ﹤0.01% | 402 |
|
|
2023
Q1 | $145 | Hold |
2
| – | – | ﹤0.01% | 412 |
|
|
2022
Q4 | $147 | Buy |
+2
| New | +$147 | ﹤0.01% | 408 |
|