VWM
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Venturi Wealth Management’s Penumbra PEN Stock Holding History

Venturi Wealth Management’s Portfolio PEN Stock Details PEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-99
Closed -$23.5K – 1467
2024
Q4 		$23.5K Buy
99
+89
+890% +$21.1K ﹤0.01% 1224
2024
Q3 		$1.94K Buy
+10
New +$1.94K ﹤0.01% 1669