Wescott Financial Advisory Group’s Penumbra PEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Hold |
853
| – | – | 0.02% | 163 |
|
|
2025
Q1 | $228K | Hold |
853
| – | – | 0.02% | 156 |
|
|
2024
Q4 | $203K | Buy |
+853
| New | +$203K | 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 | +$237K | 0.05% | 139 |
|
|
2022
Q1 | – | Sell |
-850
| Closed | -$244K | – | 130 |
|
|
2021
Q4 | $244K | Sell |
850
-6
| -0.7% | -$1.72K | 0.13% | 63 |
|
|
2021
Q3 | $228K | Buy |
856
+6
| +0.7% | +$1.6K | 0.13% | 63 |
|
|
2021
Q2 | $223K | Hold |
850
| – | – | 0.13% | 58 |
|
|
2021
Q1 | $230K | Buy |
+850
| New | +$230K | 0.15% | 57 |
|