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 Q4	–	Sell	-853	Closed	-$216K	–	195
2025 Q3	$216K	Hold	853	–	–	0.02%	167
2025 Q2	$219K	Hold	853	–	–	0.02%	163
2025 Q1	$228K	Hold	853	–	–	0.02%	156
2024 Q4	$203K	Buy	+853	New	+$194K	0.02%	171
2024 Q1	–	Sell	-850	Closed	-$214K	–	171
2023 Q4	$214K	Hold	850	–	–	0.03%	156
2023 Q3	$206K	Hold	850	–	–	0.04%	150
2023 Q2	$292K	Hold	850	–	–	0.05%	132
2023 Q1	$237K	Buy	+850	New	+$217K	0.05%	139
2022 Q1	–	Sell	-850	Closed	-$244K	–	130
2021 Q4	$244K	Sell	850 -6	-0.7%	-$1.59K	0.13%	63
2021 Q3	$228K	Buy	856 +6	+0.7%	+$1.61K	0.13%	63
2021 Q2	$223K	Hold	850	–	–	0.13%	58
2021 Q1	$230K	Buy	+850	New	+$219K	0.15%	57