UBS Group’s William Penn Bancorporation Common Stock WMPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-24,538
| Closed | -$268K | – | 11147 |
|
|
2025
Q1 | $268K | Buy |
24,538
+6,718
| +38% | +$79.4K | ﹤0.01% | 6338 |
|
|
2024
Q4 | $214K | Buy |
+17,820
| New | +$226K | ﹤0.01% | 6409 |
|
|
2024
Q3 | – | Sell |
-1,551
| Closed | -$17.7K | – | 10240 |
|
|
2024
Q2 | $17.7K | Buy |
1,551
+466
| +43% | +$5.6K | ﹤0.01% | 7380 |
|
|
2024
Q1 | $13.4K | Sell |
1,085
-1,916
| -64% | -$23.4K | ﹤0.01% | 7104 |
|
|
2023
Q4 | $36.6K | Buy |
+3,001
| New | +$36.8K | ﹤0.01% | 6721 |
|
|
2023
Q2 | – | Sell |
-533
| Closed | -$6.04K | – | 9817 |
|
|
2023
Q1 | $6.04K | Sell |
533
-947
| -64% | -$11.1K | ﹤0.01% | 7966 |
|
|
2022
Q4 | $17.9K | Buy |
1,480
+1,359
| +1,123% | +$15.7K | ﹤0.01% | 7781 |
|
|
2022
Q3 | $1K | Sell |
121
-1,674
| -93% | -$19.2K | ﹤0.01% | 10073 |
|
|
2022
Q2 | $21K | Buy |
1,795
+1,448
| +417% | +$17.3K | ﹤0.01% | 6831 |
|
|
2022
Q1 | $4K | Sell |
347
-672
| -66% | -$8.45K | ﹤0.01% | 9336 |
|
|
2021
Q4 | $12K | Buy |
1,019
+1,006
| +7,738% | +$12.2K | ﹤0.01% | 8589 |
|
|
2021
Q3 | $0 | Buy |
+13
| New | +$157 | ﹤0.01% | 10208 |
|
|
2021
Q2 | – | Sell |
-2,591
| Closed | -$29K | – | 9920 |
|
|
2021
Q1 | $29K | Buy |
+2,591
| New | +$29.6K | ﹤0.01% | 7045 |
|
UBS Group's WMPN Position: Q2 2025 in Review
UBS Group sold out of William Penn Bancorporation Common Stock (WMPN) in Q2 2025, closing a stake of 24,538 shares — an estimated $268K sold.
UBS Group first reported a position in WMPN in Q1 2021 and held it in 13 quarters. The position peaked at $268K in Q1 2025. 0 funds tracked by Wall St. Rank hold WMPN as of Q2 2025.
- UBS Group reported no remaining William Penn Bancorporation Common Stock position as of Q2 2025 after selling out during the quarter.
- UBS Group sold 24,538 William Penn Bancorporation Common Stock shares in Q2 2025, an estimated $268K.
- UBS Group first reported a position in William Penn Bancorporation Common Stock in Q1 2021 and held it in 13 quarters.
- UBS Group's William Penn Bancorporation Common Stock position peaked at $268K in Q1 2025.
- 0 funds tracked by Wall St. Rank held William Penn Bancorporation Common Stock as of Q2 2025.
Based on UBS Group's 13F filing for Q2 2025, filed 14 Aug 2025.