Deutsche Bank’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
$4.84M Buy
249,132
+97,537
+64% +$1.89M ﹤0.01% 1247
2025
Q1
$2.79M Buy
151,595
+106,416
+236% +$1.96M ﹤0.01% 1527
2024
Q4
$1.08M Buy
45,179
+15,763
+54% +$376K ﹤0.01% 2175
2024
Q3
$568K Buy
29,416
+6,305
+27% +$122K ﹤0.01% 2352
2024
Q2
$376K Buy
23,111
+358
+2% +$5.82K ﹤0.01% 2449
2024
Q1
$322K Sell
22,753
-10,001
-31% -$141K ﹤0.01% 2534
2023
Q4
$401K Sell
32,754
-693
-2% -$8.48K ﹤0.01% 2446
2023
Q3
$340K Buy
33,447
+5,943
+22% +$60.5K ﹤0.01% 2400
2023
Q2
$229K Sell
27,504
-3,996
-13% -$33.3K ﹤0.01% 2799
2023
Q1
$287K Buy
31,500
+6,777
+27% +$61.7K ﹤0.01% 2812
2022
Q4
$242K Buy
24,723
+4,638
+23% +$45.5K ﹤0.01% 2860
2022
Q3
$127K Sell
20,085
-166,190
-89% -$1.05M ﹤0.01% 3175
2022
Q2
$1.09M Buy
186,275
+184,582
+10,903% +$1.08M ﹤0.01% 2119
2022
Q1
$16K Hold
1,693
﹤0.01% 3930
2021
Q4
$22K Buy
1,693
+193
+13% +$2.51K ﹤0.01% 3962
2021
Q3
$20K Buy
+1,500
New +$20K ﹤0.01% 4076