Kingsview Wealth Management’s Perella Weinberg Partners PWP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-96,184	Closed	-$2.29M	–	1166
2024 Q4	$2.29M	Buy	+96,184	New	+$2.29M	0.04%	358