Wellington Management 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
$84.5M Buy
2025
Q1
$55.4M Buy
2024
Q4
$31.4M Buy
2024
Q3
$22.4M Buy
2024
Q2
$6.16M Sell
2024
Q1
$6.01M Sell
2023
Q4
$8.79M Sell
2023
Q3
$21.4M Sell
2023
Q2
$23.3M Sell
2023
Q1
$30.1M Sell
2022
Q4
$45.9M Sell
2022
Q3
$33.6M Sell
2022
Q2
$35.9M Sell
2022
Q1
$73M Buy
2021
Q4
$68.4M Sell
2021
Q3
$72.9M Buy
2021
Q2
$59.9M Buy
2021
Q1
$22.8M Buy
2020
Q4
$3.67M Buy