Schroder Investment Management Group’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
$23.2M Sell
1,196,094
-104,324
-8% -$2.03M 0.02% 480
2025
Q1
$24M Buy
1,300,418
+127,678
+11% +$2.36M 0.02% 463
2024
Q4
$27.7M Sell
1,172,740
-567,493
-33% -$13.4M 0.03% 440
2024
Q3
$33.5M Sell
1,740,233
-252,734
-13% -$4.87M 0.03% 389
2024
Q2
$32.4M Sell
1,992,967
-76,046
-4% -$1.24M 0.04% 374
2024
Q1
$29.2M Sell
2,069,013
-91,708
-4% -$1.3M 0.03% 405
2023
Q4
$26.4M Sell
2,160,721
-133,810
-6% -$1.64M 0.03% 423
2023
Q3
$23.4M Buy
2,294,531
+9,366
+0.4% +$95.3K 0.03% 420
2023
Q2
$19M Sell
2,285,165
-8,067
-0.4% -$67.2K 0.03% 482
2023
Q1
$20.9M Buy
2,293,232
+194,050
+9% +$1.77M 0.03% 461
2022
Q4
$20.6M Buy
2,099,182
+15,271
+0.7% +$150K 0.03% 456
2022
Q3
$13.2M Sell
2,083,911
-599,588
-22% -$3.8M 0.02% 540
2022
Q2
$15.9M Buy
2,683,499
+235,981
+10% +$1.4M 0.02% 528
2022
Q1
$22.8M Sell
2,447,518
-536,394
-18% -$4.99M 0.03% 466
2021
Q4
$38.4M Buy
2,983,912
+1,372,716
+85% +$17.7M 0.05% 350
2021
Q3
$21.3M Buy
1,611,196
+122,293
+8% +$1.62M 0.03% 472
2021
Q2
$19.1M Buy
1,488,903
+517,026
+53% +$6.65M 0.02% 534
2021
Q1
$10.9M Buy
+971,877
New +$10.9M 0.01% 650