Acadian Asset Management’s William Penn Bancorporation Common Stock WMPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,027
| Closed | -$48K | – | 1847 |
|
|
2024
Q4 | $48K | Hold |
4,027
| – | – | ﹤0.01% | 1460 |
|
|
2024
Q3 | $48K | Hold |
4,027
| – | – | ﹤0.01% | 1799 |
|
|
2024
Q2 | $45K | Hold |
4,027
| – | – | ﹤0.01% | 1614 |
|
|
2024
Q1 | $48K | Buy |
+4,027
| New | +$48K | ﹤0.01% | 1387 |
|
|
2023
Q4 | – | Sell |
-2,027
| Closed | -$25K | – | 1853 |
|
|
2023
Q3 | $25K | Sell |
2,027
-7,314
| -78% | -$90.2K | ﹤0.01% | 1513 |
|
|
2023
Q2 | $94K | Sell |
9,341
-3,068
| -25% | -$30.9K | ﹤0.01% | 1417 |
|
|
2023
Q1 | $139K | Buy |
12,409
+5,714
| +85% | +$64K | ﹤0.01% | 1332 |
|
|
2022
Q4 | $81K | Buy |
6,695
+2,604
| +64% | +$31.5K | ﹤0.01% | 1483 |
|
|
2022
Q3 | $46K | Buy |
4,091
+704
| +21% | +$7.92K | ﹤0.01% | 1508 |
|
|
2022
Q2 | $40K | Buy |
+3,387
| New | +$40K | ﹤0.01% | 1534 |
|