SEI Investments’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 | $1.38M | Sell |
70,940
-502
| -0.7% | -$9.75K | ﹤0.01% | 1791 |
|
|
2025
Q1 | $1.31M | Sell |
71,442
-4,616
| -6% | -$85K | ﹤0.01% | 1797 |
|
|
2024
Q4 | $1.81M | Sell |
76,058
-15,844
| -17% | -$378K | ﹤0.01% | 1708 |
|
|
2024
Q3 | $1.77M | Buy |
91,902
+11,756
| +15% | +$227K | ﹤0.01% | 1734 |
|
|
2024
Q2 | $1.3M | Sell |
80,146
-3,589
| -4% | -$58.3K | ﹤0.01% | 1816 |
|
|
2024
Q1 | $1.18M | Buy |
83,735
+7,203
| +9% | +$102K | ﹤0.01% | 1821 |
|
|
2023
Q4 | $936K | Buy |
76,532
+11,903
| +18% | +$146K | ﹤0.01% | 1897 |
|
|
2023
Q3 | $658K | Buy |
64,629
+8,100
| +14% | +$82.5K | ﹤0.01% | 2016 |
|
|
2023
Q2 | $471K | Sell |
56,529
-89,527
| -61% | -$746K | ﹤0.01% | 2156 |
|
|
2023
Q1 | $1.33M | Buy |
146,056
+19,663
| +16% | +$179K | ﹤0.01% | 1774 |
|
|
2022
Q4 | $1.24M | Buy |
126,393
+45,972
| +57% | +$451K | ﹤0.01% | 1683 |
|
|
2022
Q3 | $509K | Buy |
80,421
+24,576
| +44% | +$156K | ﹤0.01% | 2076 |
|
|
2022
Q2 | $326K | Buy |
55,845
+4,243
| +8% | +$24.8K | ﹤0.01% | 2286 |
|
|
2022
Q1 | $488K | Sell |
51,602
-3,384
| -6% | -$32K | ﹤0.01% | 2093 |
|
|
2021
Q4 | $707K | Buy |
54,986
+30,824
| +128% | +$396K | ﹤0.01% | 1974 |
|
|
2021
Q3 | $320K | Buy |
24,162
+4,493
| +23% | +$59.5K | ﹤0.01% | 2290 |
|
|
2021
Q2 | $253K | Buy |
19,669
+4,101
| +26% | +$52.8K | ﹤0.01% | 2375 |
|
|
2021
Q1 | $174K | Buy |
+15,568
| New | +$174K | ﹤0.01% | 2403 |
|