Crestwood Advisors Group’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 | $2.35M | Sell |
14,218
-96
| -0.7% | -$15.8K | 0.04% | 188 |
|
|
2025
Q1 | $1.97M | Buy |
14,314
+83
| +0.6% | +$11.4K | 0.04% | 201 |
|
|
2024
Q4 | $2.25M | Buy |
14,231
+20
| +0.1% | +$3.16K | 0.04% | 179 |
|
|
2024
Q3 | $1.89M | Buy |
14,211
+70
| +0.5% | +$9.33K | 0.04% | 191 |
|
|
2024
Q2 | $1.53M | Buy |
14,141
+5
| +0% | +$540 | 0.03% | 196 |
|
|
2024
Q1 | $1.33M | Buy |
14,136
+71
| +0.5% | +$6.69K | 0.03% | 199 |
|
|
2023
Q4 | $1.43M | Buy |
14,065
+29
| +0.2% | +$2.95K | 0.03% | 182 |
|
|
2023
Q3 | $1.12M | Hold |
14,036
| – | – | 0.03% | 189 |
|
|
2023
Q2 | $977K | Hold |
14,036
| – | – | 0.03% | 141 |
|
|
2023
Q1 | $1.01M | Hold |
14,036
| – | – | 0.03% | 141 |
|
|
2022
Q4 | $1.03M | Hold |
14,036
| – | – | 0.04% | 140 |
|
|
2022
Q3 | $938K | Hold |
14,036
| – | – | 0.03% | 145 |
|
|
2022
Q2 | $986K | Hold |
14,036
| – | – | 0.03% | 146 |
|
|
2022
Q1 | $886K | Hold |
14,036
| – | – | 0.02% | 161 |
|
|
2021
Q4 | $1.04M | Hold |
14,036
| – | – | 0.03% | 161 |
|
|
2021
Q3 | $1.11M | Hold |
14,036
| – | – | 0.03% | 150 |
|
|
2021
Q2 | $1M | Hold |
14,036
| – | – | 0.03% | 155 |
|
|
2021
Q1 | $950K | Hold |
14,036
| – | – | 0.03% | 155 |
|
|
2020
Q4 | $1.06M | Hold |
14,036
| – | – | 0.03% | 141 |
|
|
2020
Q3 | $851K | Hold |
14,036
| – | – | 0.03% | 134 |
|
|
2020
Q2 | $721K | Hold |
14,036
| – | – | 0.03% | 139 |
|
|
2020
Q1 | $609K | Buy |
14,036
+1,500
| +12% | +$65.1K | 0.03% | 140 |
|
|
2019
Q4 | $566K | Hold |
12,536
| – | – | 0.02% | 170 |
|
|
2019
Q3 | $510K | Hold |
12,536
| – | – | 0.02% | 166 |
|
|
2019
Q2 | $508K | Hold |
12,536
| – | – | 0.02% | 168 |
|
|
2019
Q1 | $524K | Hold |
12,536
| – | – | 0.04% | 106 |
|
|
2018
Q4 | $486K | Hold |
12,536
| – | – | 0.04% | 103 |
|
|
2018
Q3 | $656K | Hold |
12,536
| – | – | 0.05% | 92 |
|
|
2018
Q2 | $744K | Buy |
12,536
+7,790
| +164% | +$462K | 0.05% | 84 |
|
|
2018
Q1 | $238K | Hold |
4,746
| – | – | 0.02% | 149 |
|
|
2017
Q4 | $216K | Buy |
+4,746
| New | +$216K | 0.02% | 168 |
|
|
2017
Q3 | – | Sell |
-4,746
| Closed | -$207K | – | 167 |
|
|
2017
Q2 | $207K | Sell |
4,746
-2
| -0% | -$87 | 0.02% | 138 |
|
|
2017
Q1 | $177K | Buy |
+4,748
| New | +$177K | 0.02% | 144 |
|