Covestor’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 | $0 | Hold |
6
| – | – | ﹤0.01% | 2648 |
|
|
2025
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 2629 |
|
|
2024
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 2639 |
|
|
2024
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 2650 |
|
|
2024
Q2 | $0 | Buy |
+6
| New | – | ﹤0.01% | 2654 |
|
|
2023
Q2 | – | Sell |
-2
| Closed | – | – | 2555 |
|
|
2023
Q1 | $0 | Sell |
2
-3
| -60% | – | ﹤0.01% | 2480 |
|
|
2022
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 2505 |
|
|
2022
Q3 | $0 | Buy |
+5
| New | – | ﹤0.01% | 2461 |
|