Envestnet Asset Management’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 | $13.2M | Sell |
79,890
-1,364
| -2% | -$225K | ﹤0.01% | 1546 |
|
2025
Q1 | $11.2M | Sell |
81,254
-13,273
| -14% | -$1.83M | ﹤0.01% | 1589 |
|
2024
Q4 | $14.9M | Sell |
94,527
-13,422
| -12% | -$2.12M | ﹤0.01% | 1372 |
|
2024
Q3 | $14.4M | Sell |
107,949
-573
| -0.5% | -$76.4K | ﹤0.01% | 1400 |
|
2024
Q2 | $11.7M | Buy |
108,522
+12,991
| +14% | +$1.4M | ﹤0.01% | 1452 |
|
2024
Q1 | $9M | Sell |
95,531
-3,771
| -4% | -$355K | ﹤0.01% | 1593 |
|
2023
Q4 | $10.1M | Buy |
99,302
+4,238
| +4% | +$432K | ﹤0.01% | 1440 |
|
2023
Q3 | $7.55M | Buy |
95,064
+67,457
| +244% | +$5.36M | ﹤0.01% | 1556 |
|
2023
Q2 | $1.92M | Buy |
27,607
+1,707
| +7% | +$119K | ﹤0.01% | 2308 |
|
2023
Q1 | $1.87M | Buy |
25,900
+3,065
| +13% | +$221K | ﹤0.01% | 2243 |
|
2022
Q4 | $1.68M | Sell |
22,835
-1,580
| -6% | -$116K | ﹤0.01% | 2282 |
|
2022
Q3 | $1.63M | Sell |
24,415
-1,741
| -7% | -$116K | ﹤0.01% | 2207 |
|
2022
Q2 | $1.84M | Buy |
26,156
+1,634
| +7% | +$115K | ﹤0.01% | 2159 |
|
2022
Q1 | $1.55M | Buy |
24,522
+625
| +3% | +$39.5K | ﹤0.01% | 2362 |
|
2021
Q4 | $1.77M | Buy |
23,897
+2,379
| +11% | +$176K | ﹤0.01% | 2256 |
|
2021
Q3 | $1.7M | Sell |
21,518
-598
| -3% | -$47.3K | ﹤0.01% | 2192 |
|
2021
Q2 | $1.58M | Sell |
22,116
-1,007
| -4% | -$71.9K | ﹤0.01% | 2219 |
|
2021
Q1 | $1.56M | Buy |
23,123
+11,119
| +93% | +$752K | ﹤0.01% | 2097 |
|
2020
Q4 | $903K | Sell |
12,004
-2,298
| -16% | -$173K | ﹤0.01% | 2280 |
|
2020
Q3 | $867K | Buy |
14,302
+1,377
| +11% | +$83.5K | ﹤0.01% | 2100 |
|
2020
Q2 | $664K | Buy |
12,925
+39
| +0.3% | +$2K | ﹤0.01% | 2223 |
|
2020
Q1 | $559K | Buy |
12,886
+3,213
| +33% | +$139K | ﹤0.01% | 2163 |
|
2019
Q4 | $437K | Buy |
9,673
+760
| +9% | +$34.3K | ﹤0.01% | 2525 |
|
2019
Q3 | $363K | Buy |
8,913
+862
| +11% | +$35.1K | ﹤0.01% | 2553 |
|
2019
Q2 | $326K | Buy |
8,051
+254
| +3% | +$10.3K | ﹤0.01% | 2609 |
|
2019
Q1 | $326K | Buy |
7,797
+2,362
| +43% | +$98.8K | ﹤0.01% | 2562 |
|
2018
Q4 | $211K | Buy |
+5,435
| New | +$211K | ﹤0.01% | 2664 |
|
2018
Q1 | – | Sell |
-85
| Closed | -$4K | – | 2927 |
|
2017
Q4 | $4K | Sell |
85
-2
| -2% | -$94 | ﹤0.01% | 2767 |
|
2017
Q3 | $2K | Sell |
87
-142
| -62% | -$3.26K | ﹤0.01% | 2813 |
|
2017
Q2 | $9K | Buy |
229
+139
| +154% | +$5.46K | ﹤0.01% | 2732 |
|
2017
Q1 | $2K | Buy |
90
+70
| +350% | +$1.56K | ﹤0.01% | 3007 |
|
2016
Q4 | $0 | Buy |
+20
| New | – | ﹤0.01% | 3254 |
|