UBS Group’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 |
-24,538
| Closed | -$268K | – | 9633 |
|
|
2025
Q1 | $268K | Buy |
24,538
+6,718
| +38% | +$73.4K | ﹤0.01% | 5110 |
|
|
2024
Q4 | $214K | Buy |
+17,820
| New | +$214K | ﹤0.01% | 5216 |
|
|
2024
Q3 | – | Sell |
-1,551
| Closed | -$17.7K | – | 8915 |
|
|
2024
Q2 | $17.7K | Buy |
1,551
+466
| +43% | +$5.31K | ﹤0.01% | 6229 |
|
|
2024
Q1 | $13.4K | Sell |
1,085
-1,916
| -64% | -$23.7K | ﹤0.01% | 5932 |
|
|
2023
Q4 | $36.6K | Buy |
+3,001
| New | +$36.6K | ﹤0.01% | 5518 |
|
|
2023
Q2 | – | Sell |
-533
| Closed | -$6.04K | – | 8552 |
|
|
2023
Q1 | $6.04K | Sell |
533
-947
| -64% | -$10.7K | ﹤0.01% | 6869 |
|
|
2022
Q4 | $17.9K | Buy |
1,480
+1,359
| +1,123% | +$16.5K | ﹤0.01% | 6601 |
|
|
2022
Q3 | $1K | Sell |
121
-1,674
| -93% | -$13.8K | ﹤0.01% | 8964 |
|
|
2022
Q2 | $21K | Buy |
1,795
+1,448
| +417% | +$16.9K | ﹤0.01% | 5799 |
|
|
2022
Q1 | $4K | Sell |
347
-672
| -66% | -$7.75K | ﹤0.01% | 8277 |
|
|
2021
Q4 | $12K | Buy |
1,019
+1,006
| +7,738% | +$11.8K | ﹤0.01% | 7466 |
|
|
2021
Q3 | $0 | Buy |
+13
| New | – | ﹤0.01% | 8882 |
|
|
2021
Q2 | – | Sell |
-2,591
| Closed | -$29K | – | 8661 |
|
|
2021
Q1 | $29K | Buy |
+2,591
| New | +$29K | ﹤0.01% | 6031 |
|