Westwood Holdings 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
$28M Buy
2025
Q1
Sell
2024
Q4
$50.4M Buy
2024
Q3
$40.5M Sell
2024
Q2
$35.7M Buy
2023
Q2
Sell
2023
Q1
$16.5M Sell
2022
Q4
$18.1M Sell
2022
Q3
$12.1M Buy
2022
Q2
$9.03M Sell
2022
Q1
$41.3M Buy
2021
Q4
$50.1M Buy
2021
Q3
$39.1M Buy
2021
Q2
$13.5M Buy