EverSource Wealth Advisors’s PJT Partners PJT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.5K | Buy |
130
+44
| +51% | +$7.26K | ﹤0.01% | 2232 |
|
|
2025
Q1 | $11.9K | Buy |
86
+10
| +13% | +$1.38K | ﹤0.01% | 2014 |
|
|
2024
Q4 | $12K | Buy |
76
+29
| +62% | +$4.58K | ﹤0.01% | 1897 |
|
|
2024
Q3 | $6.27K | Hold |
47
| – | – | ﹤0.01% | 2124 |
|
|
2024
Q2 | $6.25K | Buy |
47
+34
| +262% | +$4.52K | ﹤0.01% | 2125 |
|
|
2024
Q1 | $1.23K | Buy |
13
+2
| +18% | +$189 | ﹤0.01% | 2518 |
|
|
2023
Q4 | $1.12K | Hold |
11
| – | – | ﹤0.01% | 2362 |
|
|
2023
Q3 | $874 | Hold |
11
| – | – | ﹤0.01% | 2282 |
|
|
2023
Q2 | $766 | Hold |
11
| – | – | ﹤0.01% | 2278 |
|
|
2023
Q1 | $794 | Hold |
11
| – | – | ﹤0.01% | 2157 |
|
|
2022
Q4 | $811 | Buy |
+11
| New | +$811 | ﹤0.01% | 2143 |
|
|
2022
Q2 | – | Sell |
-105
| Closed | -$7K | – | 1851 |
|
|
2022
Q1 | $7K | Hold |
105
| – | – | ﹤0.01% | 1143 |
|
|
2021
Q4 | $8K | Buy |
+105
| New | +$8K | ﹤0.01% | 1060 |
|