Principal Financial 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 | $25.8M | Buy |
156,317
+12,738
| +9% | +$2.1M | 0.01% | 714 |
|
2025
Q1 | $19.8M | Buy |
143,579
+3,645
| +3% | +$503K | 0.01% | 836 |
|
2024
Q4 | $22.1M | Buy |
139,934
+5,644
| +4% | +$891K | 0.01% | 799 |
|
2024
Q3 | $17.9M | Buy |
134,290
+152
| +0.1% | +$20.3K | 0.01% | 913 |
|
2024
Q2 | $14.5M | Sell |
134,138
-2,878
| -2% | -$311K | 0.01% | 1052 |
|
2024
Q1 | $12.9M | Buy |
137,016
+7,144
| +6% | +$673K | 0.01% | 1176 |
|
2023
Q4 | $13.2M | Buy |
129,872
+117,322
| +935% | +$12M | 0.01% | 1138 |
|
2023
Q3 | $997K | Buy |
12,550
+3,363
| +37% | +$267K | ﹤0.01% | 1840 |
|
2023
Q2 | $640K | Buy |
+9,187
| New | +$640K | ﹤0.01% | 1911 |
|
2023
Q1 | – | Sell |
-2,857
| Closed | -$211K | – | 2490 |
|
2022
Q4 | $211K | Sell |
2,857
-538
| -16% | -$39.6K | ﹤0.01% | 2181 |
|
2022
Q3 | $227K | Sell |
3,395
-330
| -9% | -$22.1K | ﹤0.01% | 2169 |
|
2022
Q2 | $262K | Sell |
3,725
-206
| -5% | -$14.5K | ﹤0.01% | 2221 |
|
2022
Q1 | $248K | Buy |
3,931
+201
| +5% | +$12.7K | ﹤0.01% | 2286 |
|
2021
Q4 | $276K | Sell |
3,730
-844
| -18% | -$62.5K | ﹤0.01% | 2270 |
|
2021
Q3 | $362K | Buy |
4,574
+899
| +24% | +$71.2K | ﹤0.01% | 2257 |
|
2021
Q2 | $262K | Sell |
3,675
-1,289
| -26% | -$91.9K | ﹤0.01% | 2403 |
|
2021
Q1 | $336K | Sell |
4,964
-931
| -16% | -$63K | ﹤0.01% | 2247 |
|
2020
Q4 | $444K | Sell |
5,895
-113,484
| -95% | -$8.55M | ﹤0.01% | 2143 |
|
2020
Q3 | $7.24M | Sell |
119,379
-1,185
| -1% | -$71.8K | 0.01% | 1264 |
|
2020
Q2 | $6.19M | Buy |
120,564
+41,470
| +52% | +$2.13M | 0.01% | 1338 |
|
2020
Q1 | $3.43M | Buy |
+79,094
| New | +$3.43M | ﹤0.01% | 1433 |
|
2019
Q4 | – | Sell |
-9,629
| Closed | -$392K | – | 2264 |
|
2019
Q3 | $392K | Buy |
9,629
+640
| +7% | +$26.1K | ﹤0.01% | 1996 |
|
2019
Q2 | $364K | Sell |
8,989
-1,811
| -17% | -$73.3K | ﹤0.01% | 2024 |
|
2019
Q1 | $451K | Sell |
10,800
-48
| -0.4% | -$2K | ﹤0.01% | 1964 |
|
2018
Q4 | $420K | Buy |
10,848
+469
| +5% | +$18.2K | ﹤0.01% | 1955 |
|
2018
Q3 | $543K | Sell |
10,379
-4,413
| -30% | -$231K | ﹤0.01% | 1952 |
|
2018
Q2 | $790K | Buy |
14,792
+2,014
| +16% | +$108K | ﹤0.01% | 1884 |
|
2018
Q1 | $640K | Buy |
12,778
+1,190
| +10% | +$59.6K | ﹤0.01% | 1906 |
|
2017
Q4 | $528K | Buy |
11,588
+1,325
| +13% | +$60.4K | ﹤0.01% | 1947 |
|
2017
Q3 | $393K | Hold |
10,263
| – | – | ﹤0.01% | 1968 |
|
2017
Q2 | $413K | Buy |
10,263
+2,351
| +30% | +$94.6K | ﹤0.01% | 1987 |
|
2017
Q1 | $278K | Hold |
7,912
| – | – | ﹤0.01% | 2029 |
|
2016
Q4 | $244K | Buy |
+7,912
| New | +$244K | ﹤0.01% | 2060 |
|