Wescott Financial Advisory Group’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	$489K	Buy	25,196 +99	+0.4%	+$1.92K	0.05%	117
2025 Q1	$462K	Buy	25,097 +87	+0.3%	+$1.6K	0.05%	115
2024 Q4	$596K	Sell	25,010 -9,929	-28%	-$237K	0.06%	105
2024 Q3	$675K	Sell	34,939 -57,921	-62%	-$1.12M	0.07%	97
2024 Q2	$1.51M	Buy	+92,860	New	+$1.51M	0.18%	67