Portside Wealth Group’s PJT Partners PJT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $972K | Buy |
5,893
+381
| +7% | +$62.9K | 0.14% | 151 |
|
|
2025
Q1 | $760K | Buy |
5,512
+833
| +18% | +$115K | 0.12% | 179 |
|
|
2024
Q4 | $738K | Buy |
4,679
+995
| +27% | +$157K | 0.12% | 178 |
|
|
2024
Q3 | $491K | Buy |
3,684
+181
| +5% | +$24.1K | 0.08% | 230 |
|
|
2024
Q2 | $378K | Buy |
+3,503
| New | +$378K | 0.07% | 242 |
|
|
2024
Q1 | – | Sell |
-2,212
| Closed | -$225K | – | 378 |
|
|
2023
Q4 | $225K | Sell |
2,212
-548
| -20% | -$55.8K | 0.04% | 318 |
|
|
2023
Q3 | $218K | Buy |
+2,760
| New | +$218K | 0.04% | 304 |
|