Oppenheimer Asset Management’s Perella Weinberg Partners PWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $292K | Sell |
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|
2025
Q2 | $282K | Sell |
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|
2025
Q1 | $274K | Sell |
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|
2024
Q4 | $391K | Sell |
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|
2024
Q3 | $322K | Sell |
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|
2024
Q2 | $272K | Buy |
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|
2024
Q1 | $200K | Buy |
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|
2023
Q4 | $170K | Buy |
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|
2023
Q3 | $137K | Buy |
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|
2023
Q2 | $110K | Buy |
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|
2023
Q1 | $117K | Sell |
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|
2022
Q4 | $132K | Sell |
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|
2022
Q3 | $90K | Sell |
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|
2022
Q2 | $112K | Buy |
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|
2022
Q1 | $177K | Buy |
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|
2021
Q4 | $224K | Buy |
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