Credit Suisse’s Perella Weinberg Partners PWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $546K | Hold |
38,608
| – | – | ﹤0.01% | 2597 |
|
|
2023
Q4 | $472K | Buy |
38,608
+1,919
| +5% | +$23.5K | ﹤0.01% | 2748 |
|
|
2023
Q3 | $373K | Sell |
36,689
-16,106
| -31% | -$164K | ﹤0.01% | 2834 |
|
|
2023
Q2 | $440K | Buy |
52,795
+15,108
| +40% | +$126K | ﹤0.01% | 2831 |
|
|
2023
Q1 | $343K | Buy |
37,687
+402
| +1% | +$3.66K | ﹤0.01% | 2925 |
|
|
2022
Q4 | $365K | Buy |
37,285
+10,611
| +40% | +$104K | ﹤0.01% | 2926 |
|
|
2022
Q3 | $168K | Buy |
26,674
+3,140
| +13% | +$19.8K | ﹤0.01% | 3288 |
|
|
2022
Q2 | $138K | Sell |
23,534
-2,716
| -10% | -$15.9K | ﹤0.01% | 3435 |
|
|
2022
Q1 | $248K | Buy |
26,250
+5,030
| +24% | +$47.5K | ﹤0.01% | 3284 |
|
|
2021
Q4 | $272K | Buy |
+21,220
| New | +$272K | ﹤0.01% | 3337 |
|