UBS 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 | $4.8M | Buy |
247,237
+122,035
| +97% | +$2.37M | ﹤0.01% | 3102 |
|
|
2025
Q1 | $2.3M | Buy |
125,202
+47,865
| +62% | +$881K | ﹤0.01% | 3606 |
|
|
2024
Q4 | $1.84M | Buy |
77,337
+32,279
| +72% | +$770K | ﹤0.01% | 3782 |
|
|
2024
Q3 | $870K | Buy |
45,058
+18,055
| +67% | +$349K | ﹤0.01% | 3696 |
|
|
2024
Q2 | $439K | Sell |
27,003
-40,119
| -60% | -$652K | ﹤0.01% | 4012 |
|
|
2024
Q1 | $948K | Buy |
67,122
+12,494
| +23% | +$177K | ﹤0.01% | 3588 |
|
|
2023
Q4 | $668K | Buy |
54,628
+31,812
| +139% | +$389K | ﹤0.01% | 3748 |
|
|
2023
Q3 | $232K | Sell |
22,816
-18,180
| -44% | -$185K | ﹤0.01% | 4158 |
|
|
2023
Q2 | $341K | Sell |
40,996
-65,717
| -62% | -$547K | ﹤0.01% | 4109 |
|
|
2023
Q1 | $971K | Buy |
106,713
+852
| +0.8% | +$7.75K | ﹤0.01% | 3197 |
|
|
2022
Q4 | $1.04M | Sell |
105,861
-113,735
| -52% | -$1.11M | ﹤0.01% | 3109 |
|
|
2022
Q3 | $1.39M | Buy |
219,596
+53,031
| +32% | +$336K | ﹤0.01% | 2608 |
|
|
2022
Q2 | $971K | Buy |
166,565
+57,174
| +52% | +$333K | ﹤0.01% | 2912 |
|
|
2022
Q1 | $1.03M | Buy |
109,391
+108,176
| +8,903% | +$1.02M | ﹤0.01% | 3200 |
|
|
2021
Q4 | $16K | Buy |
+1,215
| New | +$16K | ﹤0.01% | 7056 |
|
|
2021
Q3 | – | Sell |
-3,042
| Closed | -$39K | – | 8686 |
|
|
2021
Q2 | $39K | Sell |
3,042
-1,323
| -30% | -$17K | ﹤0.01% | 5592 |
|
|
2021
Q1 | $49K | Buy |
4,365
+4,265
| +4,265% | +$47.9K | ﹤0.01% | 5572 |
|
|
2020
Q4 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 7209 |
|