Geneos 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.97K | Sell |
18
-24
| -57% | -$3.96K | ﹤0.01% | 2723 |
|
|
2025
Q1 | $5.79K | Buy |
42
+24
| +133% | +$3.31K | ﹤0.01% | 2718 |
|
|
2024
Q4 | $2.84K | Buy |
+18
| New | +$2.84K | ﹤0.01% | 2502 |
|
|
2022
Q1 | – | Sell |
-53
| Closed | -$3K | – | 2924 |
|
|
2021
Q4 | $3K | Hold |
53
| – | – | ﹤0.01% | 2536 |
|
|
2021
Q3 | $4K | Hold |
53
| – | – | ﹤0.01% | 2523 |
|
|
2021
Q2 | $3K | Buy |
53
+10
| +23% | +$566 | ﹤0.01% | 2590 |
|
|
2021
Q1 | $3K | Hold |
43
| – | – | ﹤0.01% | 2815 |
|
|
2020
Q4 | $2K | Sell |
43
-650
| -94% | -$30.2K | ﹤0.01% | 2716 |
|
|
2020
Q3 | $40K | Hold |
693
| – | – | ﹤0.01% | 1348 |
|
|
2020
Q2 | $33K | Sell |
693
-5
| -0.7% | -$238 | ﹤0.01% | 1407 |
|
|
2020
Q1 | $27K | Sell |
698
-189
| -21% | -$7.31K | ﹤0.01% | 1390 |
|
|
2019
Q4 | $39K | Sell |
887
-180
| -17% | -$7.91K | ﹤0.01% | 1390 |
|
|
2019
Q3 | $42K | Sell |
1,067
-10
| -0.9% | -$394 | ﹤0.01% | 1277 |
|
|
2019
Q2 | $43K | Sell |
1,077
-200
| -16% | -$7.99K | ﹤0.01% | 1273 |
|
|
2019
Q1 | $53K | Sell |
1,277
-18
| -1% | -$747 | ﹤0.01% | 1108 |
|
|
2018
Q4 | $50K | Buy |
1,295
+195
| +18% | +$7.53K | ﹤0.01% | 1099 |
|
|
2018
Q3 | $57K | Sell |
1,100
-717
| -39% | -$37.2K | ﹤0.01% | 1115 |
|
|
2018
Q2 | $97K | Buy |
1,817
+445
| +32% | +$23.8K | 0.01% | 796 |
|
|
2018
Q1 | $68K | Hold |
1,372
| – | – | 0.01% | 886 |
|
|
2017
Q4 | $62K | Buy |
1,372
+270
| +25% | +$12.2K | 0.01% | 919 |
|
|
2017
Q3 | $42K | Buy |
1,102
+99
| +10% | +$3.77K | ﹤0.01% | 1036 |
|
|
2017
Q2 | $40K | Buy |
1,003
+1
| +0.1% | +$40 | ﹤0.01% | 1017 |
|
|
2017
Q1 | $35K | Sell |
1,002
-1
| -0.1% | -$35 | ﹤0.01% | 1027 |
|
|
2016
Q4 | $30K | Buy |
1,003
+688
| +218% | +$20.6K | ﹤0.01% | 1024 |
|
|
2016
Q3 | $8K | Sell |
315
-10
| -3% | -$254 | ﹤0.01% | 1448 |
|
|
2016
Q2 | $7K | Sell |
325
-36
| -10% | -$775 | ﹤0.01% | 1436 |
|
|
2016
Q1 | $8K | Buy |
+361
| New | +$8K | ﹤0.01% | 1389 |
|