Wells Fargo’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 | $1.38M | Buy |
70,820
+6,328
| +10% | +$123K | ﹤0.01% | 3173 |
|
|
2025
Q1 | $1.19M | Buy |
64,492
+1,769
| +3% | +$32.6K | ﹤0.01% | 3163 |
|
|
2024
Q4 | $1.5M | Buy |
62,723
+20,868
| +50% | +$497K | ﹤0.01% | 3002 |
|
|
2024
Q3 | $808K | Sell |
41,855
-793
| -2% | -$15.3K | ﹤0.01% | 3333 |
|
|
2024
Q2 | $693K | Buy |
42,648
+28,105
| +193% | +$457K | ﹤0.01% | 3382 |
|
|
2024
Q1 | $205K | Buy |
14,543
+3,634
| +33% | +$51.3K | ﹤0.01% | 4096 |
|
|
2023
Q4 | $133K | Buy |
10,909
+2,496
| +30% | +$30.5K | ﹤0.01% | 4330 |
|
|
2023
Q3 | $85.6K | Sell |
8,413
-9,373
| -53% | -$95.4K | ﹤0.01% | 4534 |
|
|
2023
Q2 | $148K | Buy |
17,786
+10,653
| +149% | +$88.7K | ﹤0.01% | 4517 |
|
|
2023
Q1 | $64.9K | Buy |
+7,133
| New | +$64.9K | ﹤0.01% | 4741 |
|
|
2022
Q4 | – | Sell |
-698
| Closed | -$4K | – | 7306 |
|
|
2022
Q3 | $4K | Sell |
698
-498
| -42% | -$2.85K | ﹤0.01% | 5654 |
|
|
2022
Q2 | $7K | Buy |
1,196
+715
| +149% | +$4.19K | ﹤0.01% | 5606 |
|
|
2022
Q1 | $4K | Buy |
481
+267
| +125% | +$2.22K | ﹤0.01% | 6180 |
|
|
2021
Q4 | $3K | Buy |
214
+3
| +1% | +$42 | ﹤0.01% | 6254 |
|
|
2021
Q3 | $3K | Buy |
+211
| New | +$3K | ﹤0.01% | 6169 |
|