Osaic Holdings’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
Q2 | $286K | Buy |
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|
2025
Q1 | $9.2K | Sell |
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|
2024
Q4 | $83.4K | Buy |
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|
2024
Q3 | $10.9K | Sell |
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|
2024
Q2 | $24.3K | Buy |
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|
2024
Q1 | $10.1K | Buy |
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|
2023
Q4 | $317 | Hold |
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|
2023
Q3 | $264 | Hold |
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|
2023
Q2 | $216 | Sell |
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|
2023
Q1 | $509 | Hold |
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|
2022
Q4 | $0 | Hold |
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|
2022
Q3 | $0 | Buy |
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|
2022
Q2 | $0 | Sell |
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|
2022
Q1 | $8K | Buy |
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|
2021
Q4 | $10K | Hold |
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|
2021
Q3 | $10K | Buy |
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|
2021
Q2 | $5K | Sell |
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|
2021
Q1 | $6K | Buy |
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