US Bancorp’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
$417K Buy
21,463
+2,840
+15% +$55.2K ﹤0.01% 1606
2025
Q1
$343K Buy
18,623
+1,021
+6% +$18.8K ﹤0.01% 1693
2024
Q4
$420K Buy
17,602
+746
+4% +$17.8K ﹤0.01% 1588
2024
Q3
$325K Buy
+16,856
New +$325K ﹤0.01% 1762
2024
Q2
Sell
-10,682
Closed -$151K 4055
2024
Q1
$151K Sell
10,682
-952
-8% -$13.5K ﹤0.01% 2143
2023
Q4
$142K Buy
+11,634
New +$142K ﹤0.01% 2179