Morgan Stanley’s William Penn Bancorporation Common Stock WMPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-12,509
| Closed | -$137K | – | 8342 |
|
|
2025
Q1 | $137K | Sell |
12,509
-22,368
| -64% | -$244K | ﹤0.01% | 5878 |
|
|
2024
Q4 | $419K | Buy |
34,877
+637
| +2% | +$7.64K | ﹤0.01% | 5497 |
|
|
2024
Q3 | $419K | Buy |
34,240
+433
| +1% | +$5.3K | ﹤0.01% | 5481 |
|
|
2024
Q2 | $385K | Buy |
33,807
+1,643
| +5% | +$18.7K | ﹤0.01% | 5408 |
|
|
2024
Q1 | $397K | Sell |
32,164
-5,464
| -15% | -$67.5K | ﹤0.01% | 5413 |
|
|
2023
Q4 | $459K | Buy |
37,628
+18,767
| +100% | +$229K | ﹤0.01% | 5648 |
|
|
2023
Q3 | $235K | Sell |
18,861
-565
| -3% | -$7.05K | ﹤0.01% | 5509 |
|
|
2023
Q2 | $197K | Sell |
19,426
-9,598
| -33% | -$97.4K | ﹤0.01% | 5652 |
|
|
2023
Q1 | $329K | Sell |
29,024
-4,512
| -13% | -$51.1K | ﹤0.01% | 5479 |
|
|
2022
Q4 | $406K | Sell |
33,536
-7,217
| -18% | -$87.5K | ﹤0.01% | 5342 |
|
|
2022
Q3 | $464K | Sell |
40,753
-7,723
| -16% | -$87.9K | ﹤0.01% | 5303 |
|
|
2022
Q2 | $568K | Sell |
48,476
-915
| -2% | -$10.7K | ﹤0.01% | 5352 |
|
|
2022
Q1 | $630K | Buy |
49,391
+613
| +1% | +$7.82K | ﹤0.01% | 5272 |
|
|
2021
Q4 | $589K | Sell |
48,778
-1,046
| -2% | -$12.6K | ﹤0.01% | 5448 |
|
|
2021
Q3 | $608K | Buy |
49,824
+1,248
| +3% | +$15.2K | ﹤0.01% | 5368 |
|
|
2021
Q2 | $578K | Buy |
48,576
+16,310
| +51% | +$194K | ﹤0.01% | 5437 |
|
|
2021
Q1 | $367K | Buy |
+32,266
| New | +$367K | ﹤0.01% | 5320 |
|