Envestnet Asset Management’s Perella Weinberg Partners PWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $460K | Sell |
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|
2025
Q1 | $542K | Buy |
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|
2024
Q4 | $595K | Buy |
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|
2024
Q3 | $371K | Buy |
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|
2024
Q2 | $303K | Buy |
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|
2024
Q1 | $157K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $131K | Sell |
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|
2023
Q1 | $452K | Sell |
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|
2022
Q4 | $491K | Buy |
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|
2022
Q3 | $282K | Buy |
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|
2022
Q2 | $129K | Buy |
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|
2022
Q1 | $194K | Sell |
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|
2021
Q4 | $316K | Sell |
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|
2021
Q3 | $478K | Buy |
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|
2021
Q2 | $134K | Buy |
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