Westover Capital Advisors’s PJT Partners PJT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Buy |
9,789
+6,992
| +250% | +$1.15M | 0.32% | 68 |
|
|
2025
Q1 | $386K | Buy |
2,797
+1,061
| +61% | +$146K | 0.09% | 165 |
|
|
2024
Q4 | $274K | Hold |
1,736
| – | – | 0.06% | 196 |
|
|
2024
Q3 | $231K | Buy |
+1,736
| New | +$231K | 0.04% | 225 |
|
|
2022
Q1 | – | Sell |
-28,924
| Closed | -$2.14M | – | 190 |
|
|
2021
Q4 | $2.14M | Sell |
28,924
-146
| -0.5% | -$10.8K | 0.62% | 49 |
|
|
2021
Q3 | $2.3M | Sell |
29,070
-566
| -2% | -$44.8K | 0.72% | 41 |
|
|
2021
Q2 | $2.12M | Sell |
29,636
-475
| -2% | -$33.9K | 0.68% | 45 |
|
|
2021
Q1 | $2.04M | Buy |
30,111
+1,990
| +7% | +$135K | 0.7% | 43 |
|
|
2020
Q4 | $2.12M | Buy |
28,121
+1,040
| +4% | +$78.3K | 0.76% | 39 |
|
|
2020
Q3 | $1.64M | Buy |
+27,081
| New | +$1.64M | 0.67% | 46 |
|