DAS
Diversify Advisory Services’s PJT Partners PJT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $546K | Buy |
2,985
+395
| +15% | +$72.2K | 0.02% | 509 |
|
2025
Q1 | $366K | Buy |
+2,590
| New | +$366K | 0.02% | 434 |
|
2024
Q4 | – | Sell |
-1,394
| Closed | -$203K | – | 673 |
|
2024
Q3 | $203K | Sell |
1,394
-1,274
| -48% | -$186K | 0.01% | 602 |
|
2024
Q2 | $297K | Sell |
2,668
-4,594
| -63% | -$512K | 0.02% | 506 |
|
2024
Q1 | $690K | Buy |
+7,262
| New | +$690K | 0.04% | 338 |
|