Zurich Cantonal Bank’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 | $398K | Buy |
|
|||||
|
2025
Q1 | $219K | Hold |
|
|||||
|
2024
Q4 | $284K | Buy |
|
|||||
|
2024
Q3 | $189K | Hold |
|
|||||
|
2024
Q2 | $159K | Buy |
|
|||||
|
2024
Q1 | $61.9K | Sell |
|
|||||
|
2023
Q4 | $131K | Buy |
|
|||||
|
2023
Q3 | $89.8K | Hold |
|
|||||
|
2023
Q2 | $73.5K | Hold |
|
|||||
|
2023
Q1 | $80.3K | Sell |
|
|||||
|
2022
Q4 | $93.9K | Sell |
|
|||||
|
2022
Q3 | $84K | Hold |
|
|||||
|
2022
Q2 | $78K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $167K | Buy |
|