Osaic Holdings’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 | $373K | Sell |
31,058
-805
| -3% | -$9.66K | ﹤0.01% | 3059 |
|
|
2025
Q1 | $348K | Buy |
31,863
+805
| +3% | +$8.79K | ﹤0.01% | 3183 |
|
|
2024
Q4 | $373K | Hold |
31,058
| – | – | ﹤0.01% | 3055 |
|
|
2024
Q3 | $380K | Buy |
31,058
+1,200
| +4% | +$14.7K | ﹤0.01% | 3121 |
|
|
2024
Q2 | $340K | Hold |
29,858
| – | – | ﹤0.01% | 3092 |
|
|
2024
Q1 | $369K | Buy |
29,858
+2,600
| +10% | +$32.1K | ﹤0.01% | 3186 |
|
|
2023
Q4 | $333K | Buy |
27,258
+3,455
| +15% | +$42.2K | ﹤0.01% | 3514 |
|
|
2023
Q3 | $297K | Buy |
23,803
+6,235
| +35% | +$77.8K | ﹤0.01% | 3700 |
|
|
2023
Q2 | $178K | Hold |
17,568
| – | – | ﹤0.01% | 3987 |
|
|
2023
Q1 | $199K | Buy |
17,568
+4,600
| +35% | +$52.1K | ﹤0.01% | 3870 |
|
|
2022
Q4 | $158K | Buy |
12,968
+10,258
| +379% | +$125K | ﹤0.01% | 4069 |
|
|
2022
Q3 | $30K | Hold |
2,710
| – | – | ﹤0.01% | 5294 |
|
|
2022
Q2 | $31K | Hold |
2,710
| – | – | ﹤0.01% | 5315 |
|
|
2022
Q1 | $35K | Buy |
2,710
+2,500
| +1,190% | +$32.3K | ﹤0.01% | 5324 |
|
|
2021
Q4 | $3K | Buy |
+210
| New | +$3K | ﹤0.01% | 6792 |
|