Corient Private Wealth’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 | $599K | Buy |
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|
2025
Q1 | $600K | Buy |
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|
2024
Q4 | $403K | Buy |
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|
2024
Q3 | $318K | Sell |
|
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|
2024
Q2 | $515K | Buy |
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|
2024
Q1 | $639K | Sell |
|
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|
2023
Q4 | $934K | Buy |
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|
2023
Q3 | $597K | Sell |
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|
2023
Q2 | $3.92M | Buy |
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|
2023
Q1 | $3.13M | Buy |
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|
2022
Q4 | $2.09M | Buy |
|