EverSource Wealth Advisors’s Penumbra PEN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69.8K | Buy |
272
+184
| +209% | +$47.2K | ﹤0.01% | 1393 |
|
|
2025
Q1 | $23.5K | Buy |
88
+31
| +54% | +$8.29K | ﹤0.01% | 1609 |
|
|
2024
Q4 | $13.5K | Buy |
57
+39
| +217% | +$9.26K | ﹤0.01% | 1851 |
|
|
2024
Q3 | $3.5K | Buy |
18
+2
| +13% | +$389 | ﹤0.01% | 2362 |
|
|
2024
Q2 | $2.67K | Buy |
16
+1
| +7% | +$167 | ﹤0.01% | 2458 |
|
|
2024
Q1 | $2.95K | Buy |
15
+6
| +67% | +$1.18K | ﹤0.01% | 2259 |
|
|
2023
Q4 | $2.26K | Buy |
9
+7
| +350% | +$1.76K | ﹤0.01% | 2134 |
|
|
2023
Q3 | $484 | Sell |
2
-2
| -50% | -$484 | ﹤0.01% | 2378 |
|
|
2023
Q2 | $1.38K | Hold |
4
| – | – | ﹤0.01% | 2122 |
|
|
2023
Q1 | $1.11K | Buy |
+4
| New | +$1.11K | ﹤0.01% | 2084 |
|
|
2022
Q1 | – | Sell |
-5
| Closed | -$1K | – | 1811 |
|
|
2021
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 1718 |
|