Laurel Wealth Advisors (North Carolina)’s PJT Partners PJT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-37	Closed	-$6.19K	–	508
2025 Q4	$6.19K	Buy	+37	New	+$6.33K	﹤0.01%	519
2025 Q2	–	Sell	-37	Closed	-$5.1K	–	534
2025 Q1	$5.1K	Hold	37	–	–	﹤0.01%	533
2024 Q4	$5.84K	Hold	37	–	–	﹤0.01%	533
2024 Q3	$4.93K	Hold	37	–	–	﹤0.01%	517
2024 Q2	$3.99K	Buy	37 +5	+16%	+$502	﹤0.01%	503
2024 Q1	$3.02K	Hold	32	–	–	﹤0.01%	526
2023 Q4	$3.26K	Hold	32	–	–	﹤0.01%	486
2023 Q3	$2.54K	Hold	32	–	–	﹤0.01%	499
2023 Q2	$2.23K	Hold	32	–	–	﹤0.01%	512
2023 Q1	$2.31K	Hold	32	–	–	﹤0.01%	510
2022 Q4	$2.36K	Hold	32	–	–	﹤0.01%	477
2022 Q3	$2K	Hold	32	–	–	﹤0.01%	488
2022 Q2	$2K	Hold	32	–	–	﹤0.01%	544
2022 Q1	$2K	Hold	32	–	–	﹤0.01%	593
2021 Q4	$2K	Hold	32	–	–	﹤0.01%	595
2021 Q3	$3K	Hold	32	–	–	﹤0.01%	557
2021 Q2	$2K	Buy	+32	New	+$2.29K	﹤0.01%	682