JSAM
J. Safra Asset Management’s PENN Entertainment PENN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Buy |
15,211
+1,334
| +10% | +$24.4K | 0.02% | 117 |
|
|
2025
Q1 | $226K | Buy |
13,877
+877
| +7% | +$14.3K | 0.02% | 113 |
|
|
2024
Q4 | $243K | Buy |
13,000
+8,731
| +205% | +$164K | 0.02% | 106 |
|
|
2024
Q3 | $82.3K | Hold |
4,269
| – | – | 0.01% | 127 |
|
|
2024
Q2 | $82.6K | Buy |
+4,269
| New | +$82.6K | 0.01% | 107 |
|