Y-Intercept (HK)’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
2026
Q2
$544K Buy
+34,113
New +$624K 0.01% 1290
2025
Q4
Sell
-64,733
Closed -$1.38M 1915
2025
Q3
$1.38M Sell
64,733
-23,806
-27% -$509K 0.03% 818
2025
Q2
$1.72M Buy
+88,539
New +$1.56M 0.04% 676
2024
Q4
Sell
-11,083
Closed -$214K 1565
2024
Q3
$214K Buy
+11,083
New +$203K 0.01% 1137
2024
Q1
Sell
-28,921
Closed -$354K 1686
2023
Q4
$354K Buy
+28,921
New +$315K 0.03% 759
2023
Q3
Sell
-13,594
Closed -$113K 1490
2023
Q2
$113K Buy
+13,594
New +$112K 0.01% 1060
2022
Q2
Sell
-12,832
Closed -$121K 1129
2022
Q1
$121K Buy
+12,832
New +$137K 0.03% 661

Other funds holding PWP