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Rothschild Investment LLC’s Perella Weinberg Partners PWP Stock Holding History

Rothschild Investment LLC’s Portfolio PWP Stock Details PWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.25K Buy
124
+86
+226% +$1.69K ﹤0.01% 2501
2025
Q4 		$657 Sell
38
-62
-62% -$1.16K ﹤0.01% 2839
2025
Q3 		$2.13K Sell
100
-55
-35% -$1.18K ﹤0.01% 2190
2025
Q2 		$3.01K Buy
155
+135
+675% +$2.38K ﹤0.01% 1788
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% +$151 ﹤0.01% 2252
2024
Q1 		$141 Buy
+10
New +$126 ﹤0.01% 1957

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N
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