Zurich Cantonal Bank’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 | $398K | Buy |
20,498
+8,577
| +72% | +$167K | ﹤0.01% | 1794 |
|
|
2025
Q1 | $219K | Hold |
11,921
| – | – | ﹤0.01% | 2056 |
|
|
2024
Q4 | $284K | Buy |
11,921
+2,158
| +22% | +$51.4K | ﹤0.01% | 1978 |
|
|
2024
Q3 | $189K | Hold |
9,763
| – | – | ﹤0.01% | 2141 |
|
|
2024
Q2 | $159K | Buy |
9,763
+5,379
| +123% | +$87.4K | ﹤0.01% | 2152 |
|
|
2024
Q1 | $61.9K | Sell |
4,384
-6,297
| -59% | -$89K | ﹤0.01% | 2523 |
|
|
2023
Q4 | $131K | Buy |
10,681
+1,855
| +21% | +$22.7K | ﹤0.01% | 2316 |
|
|
2023
Q3 | $89.8K | Hold |
8,826
| – | – | ﹤0.01% | 2403 |
|
|
2023
Q2 | $73.5K | Hold |
8,826
| – | – | ﹤0.01% | 2482 |
|
|
2023
Q1 | $80.3K | Sell |
8,826
-752
| -8% | -$6.84K | ﹤0.01% | 2407 |
|
|
2022
Q4 | $93.9K | Sell |
9,578
-3,730
| -28% | -$36.6K | ﹤0.01% | 2316 |
|
|
2022
Q3 | $84K | Hold |
13,308
| – | – | ﹤0.01% | 2348 |
|
|
2022
Q2 | $78K | Buy |
+13,308
| New | +$78K | ﹤0.01% | 2406 |
|
|
2022
Q1 | – | Sell |
-12,957
| Closed | -$167K | – | 2815 |
|
|
2021
Q4 | $167K | Buy |
+12,957
| New | +$167K | ﹤0.01% | 2197 |
|