Mount Yale Investment Advisors’s Penumbra PEN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$400K	Sell	1,557 -1,580	-50%	-$405K	0.03%	387
2025 Q1	$839K	Sell	3,137 -626	-17%	-$167K	0.07%	224
2024 Q4	$894K	Sell	3,763 -10	-0.3%	-$2.38K	0.07%	220
2024 Q3	$733K	Sell	3,773 -213	-5%	-$41.4K	0.07%	255
2024 Q2	$717K	Buy	+3,986	New	+$717K	0.06%	269