DWM
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Diversify Wealth Management’s Penumbra PEN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$793K Buy
3,191
+724
+29% +$180K 0.05% 306
2025
Q1
$733K Buy
2,467
+822
+50% +$244K 0.05% 285
2024
Q4
$412K Buy
1,645
+438
+36% +$110K 0.03% 377
2024
Q3
$246K Buy
+1,207
New +$246K 0.02% 429