IFP Advisors’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 | $10.4K | Buy |
15
+6
| +67% | +$4.16K | ﹤0.01% | 2895 |
|
|
2025
Q1 | $2.62K | Buy |
9
+8
| +800% | +$2.33K | ﹤0.01% | 3061 |
|
|
2024
Q4 | $1.74K | Sell |
1
-5
| -83% | -$8.68K | ﹤0.01% | 3152 |
|
|
2024
Q3 | $800 | Hold |
6
| – | – | ﹤0.01% | 3103 |
|
|
2024
Q2 | $647 | Hold |
6
| – | – | ﹤0.01% | 3061 |
|
|
2024
Q1 | $566 | Hold |
6
| – | – | ﹤0.01% | 2964 |
|
|
2023
Q4 | $611 | Sell |
6
-23
| -79% | -$2.34K | ﹤0.01% | 2858 |
|
|
2023
Q3 | $2.3K | Sell |
29
-5
| -15% | -$397 | ﹤0.01% | 2790 |
|
|
2023
Q2 | $2.37K | Hold |
34
| – | – | ﹤0.01% | 2820 |
|
|
2023
Q1 | $1.87K | Sell |
34
-14
| -29% | -$772 | ﹤0.01% | 2914 |
|
|
2022
Q4 | $24K | Sell |
48
-1
| -2% | -$500 | ﹤0.01% | 2757 |
|
|
2022
Q3 | $24K | Hold |
49
| – | – | ﹤0.01% | 2933 |
|
|
2022
Q2 | $24K | Hold |
49
| – | – | ﹤0.01% | 2705 |
|
|
2022
Q1 | $24K | Buy |
49
+9
| +23% | +$4.41K | ﹤0.01% | 2705 |
|
|
2021
Q4 | $9K | Sell |
40
-10
| -20% | -$2.25K | ﹤0.01% | 2234 |
|
|
2021
Q3 | $11K | Sell |
50
-1
| -2% | -$220 | ﹤0.01% | 2187 |
|
|
2021
Q2 | $2K | Hold |
51
| – | – | ﹤0.01% | 2744 |
|
|
2021
Q1 | $2K | Sell |
51
-6
| -11% | -$235 | ﹤0.01% | 2668 |
|
|
2020
Q4 | $2K | Hold |
57
| – | – | ﹤0.01% | 2623 |
|
|
2020
Q3 | $1K | Sell |
57
-37
| -39% | -$649 | ﹤0.01% | 2660 |
|
|
2020
Q2 | $3K | Sell |
94
-2
| -2% | -$64 | ﹤0.01% | 2259 |
|
|
2020
Q1 | $1K | Sell |
96
-14
| -13% | -$146 | ﹤0.01% | 2538 |
|
|
2019
Q4 | $3K | Buy |
110
+31
| +39% | +$845 | ﹤0.01% | 2387 |
|
|
2019
Q3 | $1K | Buy |
+79
| New | +$1K | ﹤0.01% | 2897 |
|
|
2019
Q1 | $2K | Sell |
148
-698
| -83% | -$9.43K | ﹤0.01% | 2103 |
|
|
2018
Q4 | $33K | Sell |
846
-260
| -24% | -$10.1K | ﹤0.01% | 1836 |
|
|
2018
Q3 | $58K | Buy |
1,106
+213
| +24% | +$11.2K | ﹤0.01% | 1806 |
|
|
2018
Q2 | $48K | Buy |
893
+323
| +57% | +$17.4K | ﹤0.01% | 1921 |
|
|
2018
Q1 | $26K | Hold |
570
| – | – | ﹤0.01% | 2221 |
|
|
2017
Q4 | $26K | Sell |
570
-303
| -35% | -$13.8K | ﹤0.01% | 2217 |
|
|
2017
Q3 | $33K | Sell |
873
-1,815
| -68% | -$68.6K | ﹤0.01% | 2245 |
|
|
2017
Q2 | $108K | Buy |
2,688
+365
| +16% | +$14.7K | ﹤0.01% | 1483 |
|
|
2017
Q1 | $82K | Sell |
2,323
-1,574
| -40% | -$55.6K | ﹤0.01% | 1624 |
|
|
2016
Q4 | $120K | Buy |
3,897
+2,309
| +145% | +$71.1K | 0.01% | 1336 |
|
|
2016
Q3 | $43K | Sell |
1,588
-6
| -0.4% | -$162 | ﹤0.01% | 1899 |
|
|
2016
Q2 | $37K | Buy |
1,594
+1,446
| +977% | +$33.6K | ﹤0.01% | 1945 |
|
|
2016
Q1 | $2K | Sell |
148
-1,838
| -93% | -$24.8K | ﹤0.01% | 2103 |
|
|
2015
Q4 | $56K | Buy |
+1,986
| New | +$56K | ﹤0.01% | 1537 |
|