LWAM
Legacy Wealth Asset Management’s Penumbra PEN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $389K | Buy |
1,514
+6
| +0.4% | +$1.54K | 0.1% | 285 |
|
|
2025
Q1 | $403K | Sell |
1,508
-61
| -4% | -$16.3K | 0.11% | 263 |
|
|
2024
Q4 | $373K | Sell |
1,569
-162
| -9% | -$38.5K | 0.1% | 279 |
|
|
2024
Q3 | $336K | Buy |
1,731
+65
| +4% | +$12.6K | 0.09% | 291 |
|
|
2024
Q2 | $300K | Buy |
+1,666
| New | +$300K | 0.08% | 295 |
|