American Capital Advisory’s William Penn Bancorporation Common Stock WMPN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,000
Closed -$21.8K 1012
2025
Q1
$21.8K Hold
2,000
0.01% 256
2024
Q4
$24K Hold
2,000
0.01% 241
2024
Q3
$24.5K Buy
2,000
+100
+5% +$1.18K 0.01% 235
2024
Q2
$23.2K Buy
+1,900
New +$22.8K 0.02% 210
2024
Q1
Sell
-1,900
Closed -$23.2K 518
2023
Q4
$23.2K Buy
+1,900
New +$23.3K 0.02% 210

American Capital Advisory's WMPN Position: Q2 2025 in Review

American Capital Advisory sold out of William Penn Bancorporation Common Stock (WMPN) in Q2 2025, closing a stake of 2,000 shares — an estimated $21.8K sold.

American Capital Advisory first reported a position in WMPN in Q4 2023 and held it in 5 quarters. The position peaked at $24.5K in Q3 2024. 0 funds tracked by Wall St. Rank hold WMPN as of Q2 2025.

  • American Capital Advisory reported no remaining William Penn Bancorporation Common Stock position as of Q2 2025 after selling out during the quarter.
  • American Capital Advisory sold 2,000 William Penn Bancorporation Common Stock shares in Q2 2025, an estimated $21.8K.
  • American Capital Advisory first reported a position in William Penn Bancorporation Common Stock in Q4 2023 and held it in 5 quarters.
  • American Capital Advisory's William Penn Bancorporation Common Stock position peaked at $24.5K in Q3 2024.
  • 0 funds tracked by Wall St. Rank held William Penn Bancorporation Common Stock as of Q2 2025.

Based on American Capital Advisory's 13F filing for Q2 2025, filed 5 Aug 2025.