Creative Planning’s PJT Partners PJT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Buy |
10,941
+2,633
| +32% | +$434K | ﹤0.01% | 1397 |
|
|
2025
Q1 | $1.15M | Buy |
8,308
+511
| +7% | +$70.5K | ﹤0.01% | 1615 |
|
|
2024
Q4 | $1.23M | Buy |
7,797
+2,492
| +47% | +$393K | ﹤0.01% | 1482 |
|
|
2024
Q3 | $707K | Buy |
5,305
+2,435
| +85% | +$325K | ﹤0.01% | 1804 |
|
|
2024
Q2 | $310K | Buy |
+2,870
| New | +$310K | ﹤0.01% | 2309 |
|
|
2021
Q2 | – | Sell |
-13,782
| Closed | -$932K | – | 2249 |
|
|
2021
Q1 | $932K | Sell |
13,782
-5
| -0% | -$338 | ﹤0.01% | 1052 |
|
|
2020
Q4 | $1.04M | Sell |
13,787
-180
| -1% | -$13.5K | ﹤0.01% | 920 |
|
|
2020
Q3 | $847K | Buy |
+13,967
| New | +$847K | ﹤0.01% | 863 |
|
|
2017
Q3 | – | Sell |
-593
| Closed | -$24K | – | 3122 |
|
|
2017
Q2 | $24K | Sell |
593
-82
| -12% | -$3.32K | ﹤0.01% | 3025 |
|
|
2017
Q1 | $24K | Sell |
675
-211
| -24% | -$7.5K | ﹤0.01% | 2981 |
|
|
2016
Q4 | $27K | Sell |
886
-395
| -31% | -$12K | ﹤0.01% | 2833 |
|
|
2016
Q3 | $35K | Sell |
1,281
-1,428
| -53% | -$39K | ﹤0.01% | 2613 |
|
|
2016
Q2 | $62K | Sell |
2,709
-166
| -6% | -$3.8K | ﹤0.01% | 1980 |
|
|
2016
Q1 | $69K | Sell |
2,875
-464
| -14% | -$11.1K | ﹤0.01% | 1869 |
|
|
2015
Q4 | $94K | Buy |
+3,339
| New | +$94K | ﹤0.01% | 1654 |
|