MWM
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Moran Wealth Management’s PJT Partners PJT Stock Holding History

Moran Wealth Management’s Portfolio PJT Stock Details PJT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,492
Closed -$206K – 501
2025
Q1 		$206K Sell
1,492
-155
-9% -$21.4K 0.01% 429
2024
Q4 		$260K Buy
+1,647
New +$260K 0.01% 390