Alliance Wealth Advisors (Utah)’s Penumbra PEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $887K | Sell |
3,456
-114
| -3% | -$29.3K | 0.21% | 112 |
|
|
2025
Q1 | $955K | Buy |
3,570
+288
| +9% | +$77K | 0.25% | 101 |
|
|
2024
Q4 | $779K | Buy |
3,282
+7
| +0.2% | +$1.66K | 0.2% | 120 |
|
|
2024
Q3 | $636K | Buy |
3,275
+143
| +5% | +$27.8K | 0.17% | 136 |
|
|
2024
Q2 | $564K | Buy |
3,132
+1,801
| +135% | +$324K | 0.17% | 132 |
|
|
2024
Q1 | $297K | Buy |
+1,331
| New | +$297K | 0.09% | 203 |
|