EverSource Wealth Advisors’s PENN Entertainment PENN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$39.9K Sell
2,655
-3,432
-56% -$47.7K ﹤0.01% 2064
2025
Q4
$89.8K Buy
6,087
+5,657
+1,316% +$88.3K ﹤0.01% 1376
2025
Q3
$8.28K Buy
430
+119
+38% +$2.23K ﹤0.01% 2916
2025
Q2
$5.56K Buy
311
+78
+33% +$1.22K ﹤0.01% 3118
2025
Q1
$3.8K Sell
233
-106
-31% -$2.07K ﹤0.01% 2626
2024
Q4
$6.72K Sell
339
-240
-41% -$4.72K ﹤0.01% 2204
2024
Q3
$10.9K Buy
579
+404
+231% +$7.7K ﹤0.01% 1815
2024
Q2
$3.49K Buy
175
+89
+103% +$1.51K ﹤0.01% 2345
2024
Q1
$1.42K Sell
86
-781
-90% -$16.1K ﹤0.01% 2475
2023
Q4
$22.6K Buy
867
+344
+66% +$7.98K ﹤0.01% 1183
2023
Q3
$12K Sell
523
-791
-60% -$19.1K ﹤0.01% 1349
2023
Q2
$31.6K Buy
1,314
+1,264
+2,528% +$33.7K ﹤0.01% 997
2023
Q1
$1.48K Sell
50
-400
-89% -$12.4K ﹤0.01% 2026
2022
Q4
$13.4K Buy
+450
New +$14.6K ﹤0.01% 1218
2022
Q3
Sell
-128
Closed -$4.13K 2090
2022
Q2
$4K Sell
128
-50
-28% -$1.69K ﹤0.01% 1337
2022
Q1
$8K Sell
178
-116
-39% -$5.3K ﹤0.01% 1090
2021
Q4
$15K Buy
+294
New +$17.8K ﹤0.01% 805

Other funds holding PENN