Raymond James & Associates’s Perella Weinberg Partners PWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $387K | Sell |
20,054
-111
| -0.6% | -$2.14K | ﹤0.01% | 3238 |
|
|
2024
Q2 | $328K | Buy |
+20,165
| New | +$328K | ﹤0.01% | 3300 |
|
|
2023
Q1 | – | Sell |
-10,028
| Closed | -$98.3K | – | 3897 |
|
|
2022
Q4 | $98.3K | Sell |
10,028
-277
| -3% | -$2.72K | ﹤0.01% | 3601 |
|
|
2022
Q3 | $65K | Sell |
10,305
-4,208
| -29% | -$26.5K | ﹤0.01% | 3638 |
|
|
2022
Q2 | $85K | Sell |
14,513
-224
| -2% | -$1.31K | ﹤0.01% | 3671 |
|
|
2022
Q1 | $139K | Buy |
14,737
+644
| +5% | +$6.07K | ﹤0.01% | 3715 |
|
|
2021
Q4 | $181K | Buy |
14,093
+3,670
| +35% | +$47.1K | ﹤0.01% | 3695 |
|
|
2021
Q3 | $138K | Buy |
+10,423
| New | +$138K | ﹤0.01% | 3730 |
|