Creative Planning’s PJT Partners PJT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Buy |
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|
2025
Q1 | $1.15M | Buy |
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|
2024
Q4 | $1.23M | Buy |
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|
2024
Q3 | $707K | Buy |
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|
2024
Q2 | $310K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $932K | Sell |
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|
2020
Q4 | $1.04M | Sell |
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|
2020
Q3 | $847K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $24K | Sell |
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|
2017
Q1 | $24K | Sell |
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|
2016
Q4 | $27K | Sell |
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|
2016
Q3 | $35K | Sell |
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|
2016
Q2 | $62K | Sell |
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|
2016
Q1 | $69K | Sell |
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|
2015
Q4 | $94K | Buy |
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