LPL Financial’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
Q2 | $283K | Sell |
14,593
-718
| -5% | -$13.9K | ﹤0.01% | 4701 |
|
|
2025
Q1 | $282K | Sell |
15,311
-39,606
| -72% | -$729K | ﹤0.01% | 4509 |
|
|
2024
Q4 | $1.31M | Buy |
54,917
+10,173
| +23% | +$243K | ﹤0.01% | 3233 |
|
|
2024
Q3 | $864K | Sell |
44,744
-10,905
| -20% | -$211K | ﹤0.01% | 3479 |
|
|
2024
Q2 | $904K | Buy |
55,649
+224
| +0.4% | +$3.64K | ﹤0.01% | 3307 |
|
|
2024
Q1 | $783K | Buy |
+55,425
| New | +$783K | ﹤0.01% | 3370 |
|