Stifel Financial’s Perella Weinberg Partners PWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-12,907
| Closed | -$117K | – | 3394 |
|
|
2023
Q1 | $117K | Sell |
12,907
-1,093
| -8% | -$9.95K | ﹤0.01% | 3154 |
|
|
2022
Q4 | $137K | Sell |
14,000
-7,700
| -35% | -$75.5K | ﹤0.01% | 3078 |
|
|
2022
Q3 | $137K | Buy |
21,700
+800
| +4% | +$5.05K | ﹤0.01% | 3048 |
|
|
2022
Q2 | $122K | Sell |
20,900
-497,100
| -96% | -$2.9M | ﹤0.01% | 3127 |
|
|
2022
Q1 | $4.9M | Buy |
518,000
+350,500
| +209% | +$3.31M | 0.01% | 1069 |
|
|
2021
Q4 | $2.15M | Buy |
167,500
+56,000
| +50% | +$720K | ﹤0.01% | 1565 |
|
|
2021
Q3 | $1.48M | Buy |
+111,500
| New | +$1.48M | ﹤0.01% | 1787 |
|