Riverwater Partners’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
Q1 | – | Sell |
-16,971
| Closed | -$405K | – | 229 |
|
|
2024
Q4 | $405K | Sell |
16,971
-11,308
| -40% | -$270K | 0.2% | 122 |
|
|
2024
Q3 | $552K | Sell |
28,279
-1,356
| -5% | -$26.5K | 0.27% | 100 |
|
|
2024
Q2 | $482K | Sell |
29,635
-3,530
| -11% | -$57.4K | 0.36% | 81 |
|
|
2024
Q1 | $469K | Sell |
33,165
-496
| -1% | -$7.01K | 0.34% | 84 |
|
|
2023
Q4 | $412K | Buy |
33,661
+801
| +2% | +$9.8K | 0.32% | 91 |
|
|
2023
Q3 | $335K | Buy |
32,860
+19,326
| +143% | +$197K | 0.3% | 109 |
|
|
2023
Q2 | $113K | Buy |
+13,534
| New | +$113K | 0.1% | 186 |
|