Wescott Financial Advisory Group’s Penumbra PEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $216K | Hold |
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|
2025
Q2 | $219K | Hold |
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|
2025
Q1 | $228K | Hold |
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|
2024
Q4 | $203K | Buy |
|
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $214K | Hold |
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|
2023
Q3 | $206K | Hold |
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|
2023
Q2 | $292K | Hold |
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|
2023
Q1 | $237K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $244K | Sell |
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|
2021
Q3 | $228K | Buy |
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|
2021
Q2 | $223K | Hold |
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|
2021
Q1 | $230K | Buy |
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