CWM
Congress Wealth Management’s PJT Partners PJT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6M | Buy |
76,340
+1,481
| +2% | +$244K | 0.12% | 200 |
|
|
2025
Q1 | $10.3M | Buy |
74,859
+8,297
| +12% | +$1.14M | 0.12% | 195 |
|
|
2024
Q4 | $10.5M | Buy |
66,562
+11,860
| +22% | +$1.87M | 0.14% | 193 |
|
|
2024
Q3 | $7.29M | Buy |
54,702
+2,075
| +4% | +$277K | 0.1% | 248 |
|
|
2024
Q2 | $5.68M | Buy |
+52,627
| New | +$5.68M | 0.09% | 235 |
|