LPL Financial’s Penumbra PEN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.31M | Buy |
28,484
+3,076
| +12% | +$789K | ﹤0.01% | 1992 |
|
2025
Q1 | $6.79M | Buy |
25,408
+15,922
| +168% | +$4.26M | ﹤0.01% | 1890 |
|
2024
Q4 | $2.25M | Buy |
9,486
+368
| +4% | +$87.4K | ﹤0.01% | 2737 |
|
2024
Q3 | $1.77M | Sell |
9,118
-3,060
| -25% | -$595K | ﹤0.01% | 2822 |
|
2024
Q2 | $2.19M | Buy |
12,178
+947
| +8% | +$170K | ﹤0.01% | 2501 |
|
2024
Q1 | $2.51M | Buy |
11,231
+4,859
| +76% | +$1.08M | ﹤0.01% | 2326 |
|
2023
Q4 | $1.6M | Buy |
6,372
+3,519
| +123% | +$885K | ﹤0.01% | 2604 |
|
2023
Q3 | $690K | Buy |
2,853
+736
| +35% | +$178K | ﹤0.01% | 3203 |
|
2023
Q2 | $728K | Buy |
+2,117
| New | +$728K | ﹤0.01% | 3103 |
|
2018
Q3 | – | Sell |
-1,883
| Closed | -$260K | – | 3271 |
|
2018
Q2 | $260K | Buy |
+1,883
| New | +$260K | ﹤0.01% | 2765 |
|