Meeder Asset 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
Q2
$272K Buy
13,999
+5,891
+73% +$114K 0.02% 221
2025
Q1
$149K Buy
8,108
+580
+8% +$10.7K 0.01% 273
2024
Q4
$179K Buy
+7,528
New +$179K 0.01% 230