Concord Wealth Partners’s PENN Entertainment PENN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-102
Closed -$2.02K 927
2024
Q4
$2.02K Hold
102
﹤0.01% 709
2024
Q3
$1.92K Hold
102
﹤0.01% 750
2024
Q2
$1.97K Hold
102
﹤0.01% 667
2024
Q1
$1.86K Hold
102
﹤0.01% 756
2023
Q4
$2.65K Hold
102
﹤0.01% 689
2023
Q3
$2.34K Hold
102
﹤0.01% 848
2023
Q2
$2.45K Hold
102
﹤0.01% 833
2023
Q1
$3.03K Hold
102
﹤0.01% 753
2022
Q4
$3.03K Buy
+102
New +$3.03K ﹤0.01% 864
2022
Q3
Sell
-102
Closed -$3K 844
2022
Q2
$3K Hold
102
﹤0.01% 955
2022
Q1
$4K Sell
102
-50
-33% -$1.96K ﹤0.01% 976
2021
Q4
$8K Buy
152
+50
+49% +$2.63K ﹤0.01% 839
2021
Q3
$7K Hold
102
﹤0.01% 535
2021
Q2
$8K Hold
102
﹤0.01% 667
2021
Q1
$11K Hold
102
﹤0.01% 574
2020
Q4
$9K Buy
+102
New +$9K 0.01% 369