Wealth Enhancement Advisory Services
PEN icon

Wealth Enhancement Advisory Services’s Penumbra PEN Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio PEN Stock Details PEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.47M Buy
7,471
+3,746
+101% +$1.27M 0.01% 1279
2025
Q4 		$1.18M Sell
3,725
-177
-5% -$48.9K ﹤0.01% 1832
2025
Q3 		$972K Sell
3,902
-1,097
-22% -$277K ﹤0.01% 1888
2025
Q2 		$1.26M Buy
4,999
+1,748
+54% +$476K ﹤0.01% 1618
2025
Q1 		$869K Buy
3,251
+136
+4% +$36.8K ﹤0.01% 1672
2024
Q4 		$740K Buy
3,115
+1,332
+75% +$303K ﹤0.01% 1722
2024
Q3 		$346K Buy
1,783
+488
+38% +$92.2K ﹤0.01% 2075
2024
Q2 		$233K Buy
+1,295
New +$259K ﹤0.01% 2177

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