HSBC Holdings’s Perella Weinberg Partners PWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-18,430
| Closed | -$296K | – | 2697 |
|
|
2024
Q2 | $296K | Sell |
18,430
-33,925
| -65% | -$545K | ﹤0.01% | 1942 |
|
|
2024
Q1 | $740K | Buy |
52,355
+37,252
| +247% | +$526K | ﹤0.01% | 1550 |
|
|
2023
Q4 | $186K | Buy |
15,103
+2,654
| +21% | +$32.7K | ﹤0.01% | 2023 |
|
|
2023
Q3 | $127K | Buy |
+12,449
| New | +$127K | ﹤0.01% | 2017 |
|
|
2022
Q4 | – | Sell |
-11,905
| Closed | -$76K | – | 2643 |
|
|
2022
Q3 | $76K | Sell |
11,905
-4,701
| -28% | -$30K | ﹤0.01% | 2328 |
|
|
2022
Q2 | $97K | Buy |
16,606
+2,445
| +17% | +$14.3K | ﹤0.01% | 2608 |
|
|
2022
Q1 | $137K | Buy |
14,161
+2,658
| +23% | +$25.7K | ﹤0.01% | 2689 |
|
|
2021
Q4 | $147K | Buy |
+11,503
| New | +$147K | ﹤0.01% | 2606 |
|