Concorde Asset Management’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 | $278K | Buy |
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|
2025
Q1 | $303K | Hold |
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|
2024
Q4 | $261K | Hold |
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|
2024
Q3 | $214K | Sell |
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|
2024
Q2 | $211K | Hold |
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|
2024
Q1 | $262K | Hold |
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|
2023
Q4 | $296K | Hold |
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|
2023
Q3 | $284K | Sell |
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|
2023
Q2 | $443K | Hold |
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|
2023
Q1 | $359K | Sell |
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|
2022
Q4 | $289K | Sell |
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|
2022
Q3 | $317K | Hold |
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|
2022
Q2 | $208K | Buy |
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|
2022
Q1 | $369K | Hold |
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|
2021
Q4 | $477K | Hold |
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|
2021
Q3 | $442K | Hold |
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|
2021
Q2 | $455K | Buy |
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|
2021
Q1 | $405K | Buy |
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|
2020
Q4 | $206K | Buy |
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