Dimensional Fund Advisors’s William Penn Bancorporation Common Stock WMPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-61,946
| Closed | -$676K | – | 3349 |
|
|
2025
Q1 | $676K | Buy |
61,946
+9,589
| +18% | +$105K | ﹤0.01% | 2957 |
|
|
2024
Q4 | $628K | Buy |
52,357
+20,883
| +66% | +$251K | ﹤0.01% | 2997 |
|
|
2024
Q3 | $386K | Buy |
31,474
+3,289
| +12% | +$40.3K | ﹤0.01% | 3076 |
|
|
2024
Q2 | $321K | Hold |
28,185
| – | – | ﹤0.01% | 3099 |
|
|
2024
Q1 | $348K | Hold |
28,185
| – | – | ﹤0.01% | 3111 |
|
|
2023
Q4 | $344K | Hold |
28,185
| – | – | ﹤0.01% | 3102 |
|
|
2023
Q3 | $352K | Buy |
28,185
+4
| +0% | +$50 | ﹤0.01% | 3111 |
|
|
2023
Q2 | $286K | Hold |
28,181
| – | – | ﹤0.01% | 3170 |
|
|
2023
Q1 | $319K | Hold |
28,181
| – | – | ﹤0.01% | 3109 |
|
|
2022
Q4 | $341 | Buy |
28,181
+4
| +0% | – | ﹤0.01% | 3112 |
|
|
2022
Q3 | $320K | Buy |
28,177
+5,153
| +22% | +$58.5K | ﹤0.01% | 3147 |
|
|
2022
Q2 | $269K | Buy |
+23,024
| New | +$269K | ﹤0.01% | 3204 |
|