Westwood Holdings 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 | $28M | Buy |
+1,442,796
| New | +$28M | 0.21% | 148 |
|
|
2025
Q1 | – | Sell |
-2,112,393
| Closed | -$50.4M | – | 501 |
|
|
2024
Q4 | $50.4M | Buy |
2,112,393
+15,961
| +0.8% | +$381K | 0.39% | 97 |
|
|
2024
Q3 | $40.5M | Sell |
2,096,432
-101,435
| -5% | -$1.96M | 0.17% | 150 |
|
|
2024
Q2 | $35.7M | Buy |
+2,197,867
| New | +$35.7M | 0.17% | 158 |
|
|
2023
Q2 | – | Sell |
-1,815,731
| Closed | -$16.5M | – | 516 |
|
|
2023
Q1 | $16.5M | Sell |
1,815,731
-34,211
| -2% | -$311K | 0.15% | 161 |
|
|
2022
Q4 | $18.1M | Sell |
1,849,942
-55,289
| -3% | -$542K | 0.16% | 155 |
|
|
2022
Q3 | $12.1M | Buy |
1,905,231
+357,054
| +23% | +$2.26M | 0.14% | 158 |
|
|
2022
Q2 | $9.03M | Sell |
1,548,177
-2,817,807
| -65% | -$16.4M | 0.1% | 196 |
|
|
2022
Q1 | $41.3M | Buy |
4,365,984
+468,849
| +12% | +$4.43M | 0.38% | 101 |
|
|
2021
Q4 | $50.1M | Buy |
3,897,135
+946,985
| +32% | +$12.2M | 0.45% | 90 |
|
|
2021
Q3 | $39.1M | Buy |
2,950,150
+1,901,745
| +181% | +$25.2M | 0.42% | 92 |
|
|
2021
Q2 | $13.5M | Buy |
+1,048,405
| New | +$13.5M | 0.14% | 181 |
|