Fidelity Investments’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
$165M Buy
2025
Q1
$152M Buy
2024
Q4
$195M Buy
2024
Q3
$152M Sell
2024
Q2
$128M Buy
2024
Q1
$105M Buy
2023
Q4
$78.7M Buy
2023
Q3
$58.8M Buy
2023
Q2
$46.4M Buy
2023
Q1
$49.8M Buy
2022
Q4
$52.5M Buy
2022
Q3
$32.1M Buy
2022
Q2
$22.2M Buy
2022
Q1
$35.7M Buy
2021
Q4
$48.2M Sell
2021
Q3
$51.8M Buy
2021
Q2
$38.5M Buy