Creative Planning’s Penumbra PEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $561K | Sell |
2,187
-497
| -19% | -$128K | ﹤0.01% | 2357 |
|
|
2025
Q1 | $718K | Buy |
2,684
+707
| +36% | +$189K | ﹤0.01% | 1981 |
|
|
2024
Q4 | $469K | Buy |
1,977
+403
| +26% | +$95.7K | ﹤0.01% | 2276 |
|
|
2024
Q3 | $306K | Buy |
1,574
+71
| +5% | +$13.8K | ﹤0.01% | 2504 |
|
|
2024
Q2 | $270K | Buy |
1,503
+348
| +30% | +$62.6K | ﹤0.01% | 2433 |
|
|
2024
Q1 | $258K | Buy |
1,155
+149
| +15% | +$33.3K | ﹤0.01% | 2364 |
|
|
2023
Q4 | $253K | Sell |
1,006
-38
| -4% | -$9.56K | ﹤0.01% | 2212 |
|
|
2023
Q3 | $253K | Sell |
1,044
-143
| -12% | -$34.6K | ﹤0.01% | 2067 |
|
|
2023
Q2 | $408K | Sell |
1,187
-50
| -4% | -$17.2K | ﹤0.01% | 1676 |
|
|
2023
Q1 | $345K | Buy |
+1,237
| New | +$345K | ﹤0.01% | 1704 |
|