Farther Finance Advisors’s Perella Weinberg Partners PWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $544 | Hold |
28
| – | – | ﹤0.01% | 4017 |
|
|
2025
Q1 | $518 | Hold |
28
| – | – | ﹤0.01% | 3768 |
|
|
2024
Q4 | $668 | Hold |
28
| – | – | ﹤0.01% | 3372 |
|
|
2024
Q3 | $541 | Buy |
28
+5
| +22% | +$97 | ﹤0.01% | 3401 |
|
|
2024
Q2 | $368 | Hold |
23
| – | – | ﹤0.01% | 3344 |
|
|
2024
Q1 | $327 | Sell |
23
-35
| -60% | -$498 | ﹤0.01% | 3145 |
|
|
2023
Q4 | $709 | Buy |
+58
| New | +$709 | ﹤0.01% | 2854 |
|