OBWG
Onyx Bridge Wealth Group’s Penumbra PEN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Hold |
5,231
| – | – | 0.18% | 94 |
|
|
2025
Q1 | $1.4M | Hold |
5,231
| – | – | 0.2% | 91 |
|
|
2024
Q4 | $1.24M | Buy |
5,231
+6
| +0.1% | +$1.43K | 0.18% | 88 |
|
|
2024
Q3 | $1.02M | Hold |
5,225
| – | – | 0.15% | 102 |
|
|
2024
Q2 | $940K | Buy |
5,225
+1,650
| +46% | +$297K | 0.15% | 98 |
|
|
2024
Q1 | $731K | Hold |
3,575
| – | – | 0.13% | 116 |
|
|
2023
Q4 | $899K | Buy |
3,575
+650
| +22% | +$164K | 0.18% | 85 |
|
|
2023
Q3 | $708K | Hold |
2,925
| – | – | 0.17% | 96 |
|
|
2023
Q2 | $1.01M | Hold |
2,925
| – | – | 0.24% | 79 |
|
|
2023
Q1 | $815K | Sell |
2,925
-200
| -6% | -$55.7K | 0.33% | 56 |
|
|
2022
Q4 | $720K | Hold |
3,125
| – | – | 0.29% | 51 |
|
|
2022
Q3 | $569K | Sell |
3,125
-200
| -6% | -$36.4K | 0.26% | 67 |
|
|
2022
Q2 | $437K | Hold |
3,325
| – | – | 0.19% | 76 |
|
|
2022
Q1 | $571K | Buy |
3,325
+2,600
| +359% | +$446K | 0.22% | 58 |
|
|
2021
Q4 | $206K | Buy |
+725
| New | +$206K | 0.07% | 149 |
|