True Wealth Design’s Penumbra PEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$38.5K Sell
150
-3
-2% -$770 0.01% 248
2025
Q1
$40.9K Buy
153
+9
+6% +$2.41K 0.02% 227
2024
Q4
$34.2K Buy
144
+9
+7% +$2.14K 0.01% 235
2024
Q3
$26.2K Buy
+135
New +$26.2K 0.01% 283