Smartleaf Asset Management’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	$636	Sell	32 -538	-94%	-$10.7K	﹤0.01%	2552
2025 Q1	$10.5K	Sell	570 -85	-13%	-$1.57K	﹤0.01%	1910
2024 Q4	$15.5K	Buy	655 +292	+80%	+$6.91K	﹤0.01%	1790
2024 Q3	$6.99K	Buy	363 +117	+48%	+$2.25K	﹤0.01%	1968
2024 Q2	$3.82K	Buy	+246	New	+$3.82K	﹤0.01%	1932