Nisa Investment 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 | $13.5K | Buy |
695
+615
| +769% | +$11.9K | ﹤0.01% | 2121 |
|
|
2025
Q1 | $1.47K | Hold |
80
| – | – | ﹤0.01% | 2539 |
|
|
2024
Q4 | $1.91K | Hold |
80
| – | – | ﹤0.01% | 2500 |
|
|
2024
Q3 | $1.55K | Hold |
80
| – | – | ﹤0.01% | 2466 |
|
|
2024
Q2 | $1.3K | Sell |
80
-14
| -15% | -$228 | ﹤0.01% | 2460 |
|
|
2024
Q1 | $1.33K | Hold |
94
| – | – | ﹤0.01% | 2311 |
|
|
2023
Q4 | $1.15K | Hold |
94
| – | – | ﹤0.01% | 2242 |
|
|
2023
Q3 | $957 | Hold |
94
| – | – | ﹤0.01% | 2403 |
|
|
2023
Q2 | $783 | Sell |
94
-2,250
| -96% | -$18.7K | ﹤0.01% | 2468 |
|
|
2023
Q1 | $21K | Buy |
2,344
+2,250
| +2,394% | +$20.2K | ﹤0.01% | 1999 |
|
|
2022
Q4 | $1K | Hold |
94
| – | – | ﹤0.01% | 2489 |
|
|
2022
Q3 | $1K | Buy |
+94
| New | +$1K | ﹤0.01% | 2488 |
|