DWM
Diversify Wealth Management’s PJT Partners PJT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.91M | Buy |
10,429
+455
| +5% | +$83.2K | 0.12% | 184 |
|
|
2025
Q1 | $1.41M | Buy |
9,974
+3,446
| +53% | +$487K | 0.1% | 202 |
|
|
2024
Q4 | $1.01M | Sell |
6,528
-54
| -0.8% | -$8.35K | 0.08% | 220 |
|
|
2024
Q3 | $932K | Sell |
6,582
-809
| -11% | -$115K | 0.09% | 203 |
|
|
2024
Q2 | $877K | Buy |
+7,391
| New | +$877K | 0.11% | 179 |
|