Carson Wealth (CWM LLC)’s PENN Entertainment PENN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $75K | Sell |
4,200
-2,439
| -37% | -$43.6K | ﹤0.01% | 2952 |
|
|
2025
Q1 | $108K | Sell |
6,639
-405
| -6% | -$6.59K | ﹤0.01% | 2368 |
|
|
2024
Q4 | $140K | Sell |
7,044
-2,408
| -25% | -$47.9K | ﹤0.01% | 2063 |
|
|
2024
Q3 | $178K | Sell |
9,452
-1,478
| -14% | -$27.8K | ﹤0.01% | 1818 |
|
|
2024
Q2 | $212K | Sell |
10,930
-2,684
| -20% | -$52.1K | ﹤0.01% | 1558 |
|
|
2024
Q1 | $248K | Buy |
13,614
+6,063
| +80% | +$110K | ﹤0.01% | 1413 |
|
|
2023
Q4 | $196K | Buy |
7,551
+3,517
| +87% | +$91.3K | ﹤0.01% | 1433 |
|
|
2023
Q3 | $93K | Sell |
4,034
-882
| -18% | -$20.3K | ﹤0.01% | 1674 |
|
|
2023
Q2 | $118K | Sell |
4,916
-261
| -5% | -$6.27K | ﹤0.01% | 1486 |
|
|
2023
Q1 | $154K | Buy |
5,177
+206
| +4% | +$6.13K | ﹤0.01% | 1305 |
|
|
2022
Q4 | $148K | Sell |
4,971
-279
| -5% | -$8.31K | ﹤0.01% | 1208 |
|
|
2022
Q3 | $144K | Buy |
5,250
+224
| +4% | +$6.14K | ﹤0.01% | 1177 |
|
|
2022
Q2 | $153K | Buy |
5,026
+640
| +15% | +$19.5K | ﹤0.01% | 1146 |
|
|
2022
Q1 | $186K | Buy |
4,386
+511
| +13% | +$21.7K | ﹤0.01% | 1061 |
|
|
2021
Q4 | $201K | Buy |
+3,875
| New | +$201K | ﹤0.01% | 1017 |
|
|
2021
Q2 | $218K | Hold |
2,851
| – | – | ﹤0.01% | 876 |
|
|
2021
Q1 | $218K | Hold |
2,851
| – | – | ﹤0.01% | 876 |
|
|
2020
Q4 | $218K | Hold |
2,851
| – | – | ﹤0.01% | 876 |
|
|
2020
Q3 | $218K | Hold |
2,851
| – | – | ﹤0.01% | 876 |
|
|
2020
Q2 | $218K | Hold |
2,851
| – | – | ﹤0.01% | 876 |
|
|
2020
Q1 | $218K | Hold |
2,851
| – | – | ﹤0.01% | 876 |
|
|
2019
Q4 | $218K | Hold |
2,851
| – | – | ﹤0.01% | 876 |
|
|
2019
Q3 | $218K | Hold |
2,851
| – | – | ﹤0.01% | 876 |
|
|
2019
Q2 | $218K | Hold |
2,851
| – | – | ﹤0.01% | 876 |
|
|
2019
Q1 | $218K | Buy |
2,851
+2,828
| +12,296% | +$216K | ﹤0.01% | 876 |
|
|
2018
Q4 | $0 | Hold |
23
| – | – | ﹤0.01% | 2203 |
|
|
2018
Q3 | $1K | Sell |
23
-332
| -94% | -$14.4K | ﹤0.01% | 1717 |
|
|
2018
Q2 | $12K | Hold |
355
| – | – | ﹤0.01% | 954 |
|
|
2018
Q1 | $9K | Hold |
355
| – | – | ﹤0.01% | 873 |
|
|
2017
Q4 | $11K | Hold |
355
| – | – | ﹤0.01% | 859 |
|
|
2017
Q3 | $8K | Hold |
355
| – | – | ﹤0.01% | 952 |
|
|
2017
Q2 | $8K | Hold |
355
| – | – | ﹤0.01% | 817 |
|
|
2017
Q1 | $7K | Buy |
355
+23
| +7% | +$454 | ﹤0.01% | 823 |
|
|
2016
Q4 | $5K | Hold |
332
| – | – | ﹤0.01% | 858 |
|
|
2016
Q3 | $5K | Hold |
332
| – | – | ﹤0.01% | 832 |
|
|
2016
Q2 | $5K | Buy |
+332
| New | +$5K | ﹤0.01% | 629 |
|