Rothschild Investment LLC’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 | $3.01K | Buy |
155
+135
| +675% | +$2.62K | ﹤0.01% | 1787 |
|
|
2025
Q1 | $368 | Hold |
20
| – | – | ﹤0.01% | 2715 |
|
|
2024
Q4 | $477 | Hold |
20
| – | – | ﹤0.01% | 2552 |
|
|
2024
Q3 | $386 | Hold |
20
| – | – | ﹤0.01% | 2546 |
|
|
2024
Q2 | $325 | Buy |
20
+10
| +100% | +$163 | ﹤0.01% | 2252 |
|
|
2024
Q1 | $141 | Buy |
+10
| New | +$141 | ﹤0.01% | 1957 |
|