NewEdge Advisors’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 |
-50
| Closed | -$920 | – | 4130 |
|
|
2025
Q1 | $920 | Hold |
50
| – | – | ﹤0.01% | 3637 |
|
|
2024
Q4 | $1.19K | Buy |
+50
| New | +$1.19K | ﹤0.01% | 3538 |
|
|
2024
Q2 | – | Sell |
-34
| Closed | -$486 | – | 3970 |
|
|
2024
Q1 | $486 | Hold |
34
| – | – | ﹤0.01% | 3589 |
|
|
2023
Q4 | $418 | Buy |
+34
| New | +$418 | ﹤0.01% | 3548 |
|