Richardson Financial Services’s Perella Weinberg Partners PWP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-361	Closed	-$6.64K	–	637
2025 Q1	$6.64K	Sell	361 -2	-0.6%	-$37	0.01%	433
2024 Q4	$8.59K	Buy	+363	New	+$8.59K	0.01%	416