Private Advisor Group’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 | $1.38M | Buy |
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|
2025
Q1 | $1.31M | Hold |
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|
2024
Q4 | $1.69M | Sell |
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|
2024
Q3 | $1.4M | Sell |
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|
2024
Q2 | $1.19M | Buy |
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|
2024
Q1 | $1.03M | Buy |
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|
2023
Q4 | $889K | Buy |
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|
2023
Q3 | $722K | Hold |
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|
2023
Q2 | $591K | Hold |
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|
2023
Q1 | $646K | Hold |
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|
2022
Q4 | $695 | Hold |
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|
2022
Q3 | $449K | Buy |
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|
2022
Q2 | $390K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $861K | Hold |
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|
2021
Q3 | $887K | Hold |
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|
2021
Q2 | $861K | Buy |
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