Larson Financial Group’s Perella Weinberg Partners PWP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$233 Sell
2025
Q1
$2.59K Sell
2024
Q4
$8.27K Hold
2024
Q3
$6.7K Buy