Focused Wealth Management’s PJT Partners PJT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-17
| Closed | -$1.73K | – | 699 |
|
2023
Q4 | $1.73K | Hold |
17
| – | – | ﹤0.01% | 769 |
|
2023
Q3 | $1.35K | Hold |
17
| – | – | ﹤0.01% | 784 |
|
2023
Q2 | $1.18K | Hold |
17
| – | – | ﹤0.01% | 813 |
|
2023
Q1 | $1.23K | Hold |
17
| – | – | ﹤0.01% | 815 |
|
2022
Q4 | $1.25K | Hold |
17
| – | – | ﹤0.01% | 803 |
|
2022
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 847 |
|
2022
Q2 | $1K | Sell |
17
-2
| -11% | -$118 | ﹤0.01% | 818 |
|
2022
Q1 | $1K | Hold |
19
| – | – | ﹤0.01% | 868 |
|
2021
Q4 | $1K | Hold |
19
| – | – | ﹤0.01% | 870 |
|
2021
Q3 | $2K | Hold |
19
| – | – | ﹤0.01% | 765 |
|
2021
Q2 | $1K | Buy |
19
+7
| +58% | +$368 | ﹤0.01% | 815 |
|
2021
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 793 |
|
2020
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 742 |
|
2020
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 691 |
|
2020
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 673 |
|
2020
Q1 | $1K | Sell |
12
-11
| -48% | -$917 | ﹤0.01% | 639 |
|
2019
Q4 | $1K | Buy |
23
+21
| +1,050% | +$913 | ﹤0.01% | 654 |
|
2019
Q3 | $0 | Sell |
2
-21
| -91% | – | ﹤0.01% | 730 |
|
2019
Q2 | $1K | Hold |
23
| – | – | ﹤0.01% | 673 |
|
2019
Q1 | $1K | Hold |
23
| – | – | ﹤0.01% | 636 |
|
2018
Q4 | $1K | Buy |
23
+9
| +64% | +$391 | ﹤0.01% | 633 |
|
2018
Q3 | $1K | Sell |
14
-21
| -60% | -$1.5K | ﹤0.01% | 598 |
|
2018
Q2 | $2K | Hold |
35
| – | – | ﹤0.01% | 567 |
|
2018
Q1 | $2K | Sell |
35
-1
| -3% | -$57 | ﹤0.01% | 606 |
|
2017
Q4 | $2K | Sell |
36
-22
| -38% | -$1.22K | ﹤0.01% | 603 |
|
2017
Q3 | $2K | Sell |
58
-13
| -18% | -$448 | ﹤0.01% | 565 |
|
2017
Q2 | $3K | Hold |
71
| – | – | ﹤0.01% | 596 |
|
2017
Q1 | $2K | Sell |
71
-10
| -12% | -$282 | ﹤0.01% | 611 |
|
2016
Q4 | $3K | Sell |
81
-915
| -92% | -$33.9K | ﹤0.01% | 587 |
|
2016
Q3 | $27K | Sell |
996
-69
| -6% | -$1.87K | 0.01% | 334 |
|
2016
Q2 | $24K | Sell |
1,065
-59
| -5% | -$1.33K | 0.01% | 332 |
|
2016
Q1 | $27K | Sell |
1,124
-2,075
| -65% | -$49.8K | 0.01% | 262 |
|
2015
Q4 | $90K | Buy |
+3,199
| New | +$90K | 0.05% | 157 |
|