Wells Fargo’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 | $1.38M | Buy |
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|
2025
Q1 | $1.19M | Buy |
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|
2024
Q4 | $1.5M | Buy |
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|
2024
Q3 | $808K | Sell |
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|
2024
Q2 | $693K | Buy |
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|
2024
Q1 | $205K | Buy |
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|
2023
Q4 | $133K | Buy |
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|
2023
Q3 | $85.6K | Sell |
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|
2023
Q2 | $148K | Buy |
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|
2023
Q1 | $64.9K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $4K | Sell |
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|
2022
Q2 | $7K | Buy |
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|
2022
Q1 | $4K | Buy |
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|
2021
Q4 | $3K | Buy |
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|
2021
Q3 | $3K | Buy |
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