Royal Bank of Canada’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 | $445K | Buy |
22,888
+22,175
| +3,110% | +$431K | ﹤0.01% | 4233 |
|
|
2025
Q1 | $13K | Sell |
713
-24,493
| -97% | -$447K | ﹤0.01% | 5688 |
|
|
2024
Q4 | $600K | Sell |
25,206
-3,355
| -12% | -$79.9K | ﹤0.01% | 3515 |
|
|
2024
Q3 | $551K | Sell |
28,561
-1,075
| -4% | -$20.7K | ﹤0.01% | 3612 |
|
|
2024
Q2 | $481K | Buy |
29,636
+27,327
| +1,183% | +$444K | ﹤0.01% | 3686 |
|
|
2024
Q1 | $33K | Sell |
2,309
-9,180
| -80% | -$131K | ﹤0.01% | 5261 |
|
|
2023
Q4 | $141K | Buy |
11,489
+6,221
| +118% | +$76.3K | ﹤0.01% | 4861 |
|
|
2023
Q3 | $54K | Buy |
5,268
+2,621
| +99% | +$26.9K | ﹤0.01% | 5257 |
|
|
2023
Q2 | $22K | Sell |
2,647
-41,602
| -94% | -$346K | ﹤0.01% | 5712 |
|
|
2023
Q1 | $402K | Sell |
44,249
-3,296
| -7% | -$29.9K | ﹤0.01% | 3698 |
|
|
2022
Q4 | $465K | Buy |
47,545
+5,340
| +13% | +$52.2K | ﹤0.01% | 3733 |
|
|
2022
Q3 | $267K | Buy |
42,205
+11,682
| +38% | +$73.9K | ﹤0.01% | 4053 |
|
|
2022
Q2 | $178K | Sell |
30,523
-25,209
| -45% | -$147K | ﹤0.01% | 4444 |
|
|
2022
Q1 | $527K | Buy |
55,732
+3,480
| +7% | +$32.9K | ﹤0.01% | 3779 |
|
|
2021
Q4 | $672K | Buy |
52,252
+10,822
| +26% | +$139K | ﹤0.01% | 3737 |
|
|
2021
Q3 | $549K | Buy |
41,430
+11,384
| +38% | +$151K | ﹤0.01% | 3796 |
|
|
2021
Q2 | $386K | Buy |
+30,046
| New | +$386K | ﹤0.01% | 4045 |
|
|
2021
Q1 | – | Sell |
-1,000
| Closed | -$11K | – | 7004 |
|
|
2020
Q4 | $11K | Buy |
+1,000
| New | +$11K | ﹤0.01% | 5782 |
|