Mather Group’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
Sell
-147
Closed -$2.71K 1443
2025
Q1
$2.71K Buy
+147
New +$2.71K ﹤0.01% 1522
2024
Q3
Sell
-147
Closed -$2.08K 2078
2024
Q2
$2.08K Buy
+147
New +$2.08K ﹤0.01% 1878