State Street’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 |
-43,495
| Closed | -$475K | – | 4335 |
|
|
2025
Q1 | $475K | Hold |
43,495
| – | – | ﹤0.01% | 3600 |
|
|
2024
Q4 | $522K | Buy |
43,495
+2,300
| +6% | +$27.6K | ﹤0.01% | 3612 |
|
|
2024
Q3 | $505K | Hold |
41,195
| – | – | ﹤0.01% | 3592 |
|
|
2024
Q2 | $470K | Hold |
41,195
| – | – | ﹤0.01% | 3577 |
|
|
2024
Q1 | $509K | Sell |
41,195
-1,700
| -4% | -$21K | ﹤0.01% | 3646 |
|
|
2023
Q4 | $524K | Sell |
42,895
-300
| -0.7% | -$3.66K | ﹤0.01% | 3629 |
|
|
2023
Q3 | $539K | Buy |
43,195
+2,400
| +6% | +$30K | ﹤0.01% | 3649 |
|
|
2023
Q2 | $414K | Hold |
40,795
| – | – | ﹤0.01% | 3739 |
|
|
2023
Q1 | $462K | Hold |
40,795
| – | – | ﹤0.01% | 3766 |
|
|
2022
Q4 | $494K | Buy |
40,795
+5,300
| +15% | +$64.2K | ﹤0.01% | 3776 |
|
|
2022
Q3 | $404K | Hold |
35,495
| – | – | ﹤0.01% | 3860 |
|
|
2022
Q2 | $415K | Buy |
35,495
+6,210
| +21% | +$72.6K | ﹤0.01% | 3904 |
|
|
2022
Q1 | $373K | Buy |
29,285
+3,624
| +14% | +$46.2K | ﹤0.01% | 4164 |
|
|
2021
Q4 | $310K | Sell |
25,661
-379
| -1% | -$4.58K | ﹤0.01% | 4176 |
|
|
2021
Q3 | $318K | Buy |
+26,040
| New | +$318K | ﹤0.01% | 4164 |
|