Franklin Resources’s Perella Weinberg Partners PWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.5M | Buy |
1,157,653
+236,637
| +26% | +$4.6M | 0.01% | 890 |
|
|
2025
Q1 | $16.9M | Buy |
921,016
+351,119
| +62% | +$6.46M | ﹤0.01% | 947 |
|
|
2024
Q4 | $13.6M | Buy |
+569,897
| New | +$13.6M | ﹤0.01% | 1021 |
|
|
2024
Q3 | – | Sell |
-251,826
| Closed | -$4.09M | – | 2997 |
|
|
2024
Q2 | $4.09M | Sell |
251,826
-72,417
| -22% | -$1.18M | ﹤0.01% | 1394 |
|
|
2024
Q1 | $4.58M | Buy |
+324,243
| New | +$4.58M | ﹤0.01% | 1366 |
|