Carson Wealth (CWM LLC)’s Penumbra PEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.48M | Buy |
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|
2025
Q2 | $1.47M | Buy |
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|
2025
Q1 | $1.09M | Sell |
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|
2024
Q4 | $2.45M | Buy |
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|
2024
Q3 | $391K | Buy |
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|
2024
Q2 | $279K | Buy |
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|
2024
Q1 | $110K | Sell |
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|
2023
Q4 | $129K | Sell |
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|
2023
Q3 | $175K | Sell |
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|
2023
Q2 | $402K | Sell |
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|
2023
Q1 | $468K | Sell |
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|
2022
Q4 | $412K | Sell |
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|
2022
Q3 | $637K | Sell |
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|
2022
Q2 | $455K | Sell |
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|
2022
Q1 | $881K | Sell |
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|
2021
Q4 | $1.44M | Buy |
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|
2021
Q2 | $1.39M | Hold |
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|
2021
Q1 | $1.39M | Hold |
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|
2020
Q4 | $1.39M | Hold |
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|
2020
Q3 | $1.39M | Hold |
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|
2020
Q2 | $1.39M | Hold |
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|
2020
Q1 | $1.39M | Hold |
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|
2019
Q4 | $1.39M | Hold |
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|
2019
Q3 | $1.39M | Hold |
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|
2019
Q2 | $1.39M | Hold |
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|
2019
Q1 | $1.39M | Buy |
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|
2018
Q4 | $0 | Buy |
|