Raymond James & Associates’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
2024
Q3
$387K Sell
2024
Q2
$328K Buy
2023
Q1
Sell
2022
Q4
$98.3K Sell
2022
Q3
$65K Sell
2022
Q2
$85K Sell
2022
Q1
$139K Buy
2021
Q4
$181K Buy
2021
Q3
$138K Buy