UBS Group’s Perella Weinberg Partners PWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.8M | Buy |
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|
2025
Q1 | $2.3M | Buy |
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|
2024
Q4 | $1.84M | Buy |
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|
2024
Q3 | $870K | Buy |
|
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|
2024
Q2 | $439K | Sell |
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|
2024
Q1 | $948K | Buy |
|
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|
2023
Q4 | $668K | Buy |
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|
2023
Q3 | $232K | Sell |
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|
2023
Q2 | $341K | Sell |
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|
2023
Q1 | $971K | Buy |
|
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|
2022
Q4 | $1.04M | Sell |
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|
2022
Q3 | $1.39M | Buy |
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|
2022
Q2 | $971K | Buy |
|
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|
2022
Q1 | $1.03M | Buy |
|
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|
2021
Q4 | $16K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $39K | Sell |
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|
2021
Q1 | $49K | Buy |
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|
2020
Q4 | $1K | Buy |
|