WCM Investment Management’s Penumbra PEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.2M | Buy |
43,554
+3,060
| +8% | +$785K | 0.03% | 142 |
|
|
2025
Q1 | $10.8M | Sell |
40,494
-15,978
| -28% | -$4.28M | 0.03% | 138 |
|
|
2024
Q4 | $13.5M | Buy |
+56,472
| New | +$13.5M | 0.03% | 136 |
|
|
2023
Q1 | – | Sell |
-65,788
| Closed | -$14.6M | – | 218 |
|
|
2022
Q4 | $14.6M | Sell |
65,788
-1,039
| -2% | -$231K | 0.05% | 92 |
|
|
2022
Q3 | $12.8M | Buy |
66,827
+1,849
| +3% | +$355K | 0.05% | 100 |
|
|
2022
Q2 | $8.46M | Buy |
+64,978
| New | +$8.46M | 0.03% | 132 |
|
|
2021
Q1 | – | Sell |
-19,663
| Closed | -$3.44M | – | 204 |
|
|
2020
Q4 | $3.44M | Sell |
19,663
-13,357
| -40% | -$2.34M | 0.01% | 152 |
|
|
2020
Q3 | $6.42M | Buy |
33,020
+790
| +2% | +$154K | 0.02% | 123 |
|
|
2020
Q2 | $5.76M | Sell |
32,230
-10,283
| -24% | -$1.84M | 0.02% | 121 |
|
|
2020
Q1 | $6.86M | Buy |
42,513
+11,878
| +39% | +$1.92M | 0.04% | 71 |
|
|
2019
Q4 | $5.03M | Buy |
30,635
+19,744
| +181% | +$3.24M | 0.03% | 104 |
|
|
2019
Q3 | $1.46M | Buy |
10,891
+2,712
| +33% | +$365K | 0.01% | 98 |
|
|
2019
Q2 | $1.31M | Sell |
8,179
-161
| -2% | -$25.8K | 0.01% | 110 |
|
|
2019
Q1 | $1.23M | Buy |
+8,340
| New | +$1.23M | 0.01% | 110 |
|