KIG
WMPN
Kennedy Investment Group’s William Penn Bancorporation Common Stock WMPN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-55,619
| Closed | -$607K | – | 139 |
|
|
2025
Q1 | $607K | Hold |
55,619
| – | – | 0.28% | 82 |
|
|
2024
Q4 | $667K | Hold |
55,619
| – | – | 0.3% | 75 |
|
|
2024
Q3 | $681K | Hold |
55,619
| – | – | 0.31% | 75 |
|
|
2024
Q2 | $634K | Hold |
55,619
| – | – | 0.32% | 71 |
|
|
2024
Q1 | $687K | Hold |
55,619
| – | – | 0.37% | 70 |
|
|
2023
Q4 | $679K | Hold |
55,619
| – | – | 0.38% | 71 |
|
|
2023
Q3 | $694K | Hold |
55,619
| – | – | 0.42% | 68 |
|
|
2023
Q2 | $565K | Hold |
55,619
| – | – | 0.33% | 75 |
|
|
2023
Q1 | $630K | Hold |
55,619
| – | – | 0.39% | 67 |
|
|
2022
Q4 | $674K | Buy |
+55,619
| New | +$674K | 0.43% | 63 |
|