Congress Wealth 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
Q2 | $16.5M | Sell |
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|
2025
Q1 | $19.5M | Sell |
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|
2024
Q4 | $19M | Sell |
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|
2024
Q3 | $15.6M | Buy |
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|
2024
Q2 | $14.4M | Buy |
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|
2024
Q1 | $2.53M | Buy |
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|
2023
Q4 | $1.35M | Sell |
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|
2023
Q3 | $1.35M | Sell |
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|
2023
Q2 | $2.15M | Sell |
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|
2023
Q1 | $2.02M | Sell |
|
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|
2022
Q4 | $1.81M | Sell |
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|
2022
Q3 | $1.91M | Sell |
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|
2022
Q2 | $2.7M | Sell |
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|
2022
Q1 | $6.4M | Buy |
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|
2021
Q4 | $8.17M | Buy |
|