JFS Wealth 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 | $4.13K | Buy |
25
+3
| +14% | +$495 | ﹤0.01% | 1149 |
|
|
2025
Q1 | $3.03K | Hold |
22
| – | – | ﹤0.01% | 1316 |
|
|
2024
Q4 | $3.47K | Hold |
22
| – | – | ﹤0.01% | 1263 |
|
|
2024
Q3 | $2.93K | Hold |
22
| – | – | ﹤0.01% | 1329 |
|
|
2024
Q2 | $2.38K | Hold |
22
| – | – | ﹤0.01% | 1372 |
|
|
2024
Q1 | $2.07K | Hold |
22
| – | – | ﹤0.01% | 1424 |
|
|
2023
Q4 | $2.24K | Sell |
22
-1
| -4% | -$102 | ﹤0.01% | 1380 |
|
|
2023
Q3 | $1.83K | Buy |
23
+1
| +5% | +$79 | ﹤0.01% | 1391 |
|
|
2023
Q2 | $1.53K | Sell |
22
-1
| -4% | -$70 | ﹤0.01% | 1483 |
|
|
2023
Q1 | $1.66K | Sell |
23
-3
| -12% | -$217 | ﹤0.01% | 1434 |
|
|
2022
Q4 | $1.92K | Hold |
26
| – | – | ﹤0.01% | 1392 |
|
|
2022
Q3 | $2K | Sell |
26
-1
| -4% | -$77 | ﹤0.01% | 1373 |
|
|
2022
Q2 | $2K | Buy |
27
+6
| +29% | +$444 | ﹤0.01% | 1368 |
|
|
2022
Q1 | $1K | Buy |
21
+6
| +40% | +$286 | ﹤0.01% | 1705 |
|
|
2021
Q4 | $1K | Buy |
15
+3
| +25% | +$200 | ﹤0.01% | 1508 |
|
|
2021
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 813 |
|
|
2021
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 582 |
|
|
2021
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 572 |
|
|
2020
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 560 |
|
|
2020
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 540 |
|
|
2020
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 514 |
|
|
2020
Q1 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 482 |
|