Wharton Business Group’s Mid Penn Bancorp MPB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $764K | Sell |
27,108
-57,230
| -68% | -$1.61M | 0.03% | 87 |
|
|
2025
Q1 | $2.19M | Hold |
84,338
| – | – | 0.1% | 64 |
|
|
2024
Q4 | $2.43M | Hold |
84,338
| – | – | 0.11% | 62 |
|
|
2024
Q3 | $2.52M | Hold |
84,338
| – | – | 0.11% | 65 |
|
|
2024
Q2 | $1.85M | Hold |
84,338
| – | – | 0.1% | 66 |
|
|
2024
Q1 | $1.69M | Buy |
84,338
+3,497
| +4% | +$70K | 0.08% | 70 |
|
|
2023
Q4 | $1.96M | Buy |
80,841
+2,510
| +3% | +$60.9K | 0.1% | 64 |
|
|
2023
Q3 | $1.58M | Buy |
78,331
+2,355
| +3% | +$47.4K | 0.09% | 69 |
|
|
2023
Q2 | $1.68M | Buy |
75,976
+5,175
| +7% | +$114K | 0.11% | 62 |
|
|
2023
Q1 | $1.81M | Buy |
70,801
+3,775
| +6% | +$96.7K | 0.11% | 65 |
|
|
2022
Q4 | $2.01M | Hold |
67,026
| – | – | 0.12% | 66 |
|
|
2022
Q3 | $1.93M | Hold |
67,026
| – | – | 0.13% | 63 |
|
|
2022
Q2 | $1.81M | Buy |
67,026
+4,000
| +6% | +$108K | 0.12% | 62 |
|
|
2022
Q1 | $1.69M | Buy |
63,026
+1,478
| +2% | +$39.6K | 0.1% | 59 |
|
|
2021
Q4 | $1.95M | Buy |
61,548
+9,743
| +19% | +$309K | 0.12% | 56 |
|
|
2021
Q3 | $1.43M | Buy |
51,805
+4,000
| +8% | +$110K | 0.14% | 34 |
|
|
2021
Q2 | $1.31M | Hold |
47,805
| – | – | 0.1% | 53 |
|
|
2021
Q1 | $1.28M | Hold |
47,805
| – | – | 0.1% | 56 |
|
|
2020
Q4 | $1.05M | Hold |
47,805
| – | – | 0.09% | 57 |
|
|
2020
Q3 | $828K | Buy |
47,805
+2,635
| +6% | +$45.6K | 0.08% | 59 |
|
|
2020
Q2 | $832K | Buy |
45,170
+6,840
| +18% | +$126K | 0.08% | 59 |
|
|
2020
Q1 | $776K | Buy |
38,330
+7,750
| +25% | +$157K | 0.09% | 53 |
|
|
2019
Q4 | $881K | Hold |
30,580
| – | – | 0.08% | 53 |
|
|
2019
Q3 | $784K | Hold |
30,580
| – | – | 0.08% | 56 |
|
|
2019
Q2 | $763K | Hold |
30,580
| – | – | 0.08% | 57 |
|
|
2019
Q1 | $749K | Buy |
30,580
+2,065
| +7% | +$50.6K | 0.08% | 57 |
|
|
2018
Q4 | $656K | Buy |
28,515
+1,938
| +7% | +$44.6K | 0.08% | 60 |
|
|
2018
Q3 | $775K | Hold |
26,577
| – | – | 0.08% | 61 |
|
|
2018
Q2 | $927K | Buy |
26,577
+840
| +3% | +$29.3K | 0.1% | 59 |
|
|
2018
Q1 | $822K | Hold |
25,737
| – | – | 0.09% | 58 |
|
|
2017
Q4 | $887K | Hold |
25,737
| – | – | 0.09% | 63 |
|
|
2017
Q3 | $757K | Hold |
25,737
| – | – | 0.08% | 65 |
|
|
2017
Q2 | $695K | Buy |
25,737
+8,850
| +52% | +$239K | 0.07% | 70 |
|
|
2017
Q1 | $452K | Hold |
16,887
| – | – | 0.05% | 86 |
|
|
2016
Q4 | $402K | Hold |
16,887
| – | – | 0.05% | 87 |
|
|
2016
Q3 | $329K | Hold |
16,887
| – | – | 0.04% | 98 |
|
|
2016
Q2 | $269K | Hold |
16,887
| – | – | 0.03% | 112 |
|
|
2016
Q1 | $251K | Hold |
16,887
| – | – | 0.03% | 115 |
|
|
2015
Q4 | $272K | Hold |
16,887
| – | – | 0.03% | 107 |
|
|
2015
Q3 | $274K | Hold |
16,887
| – | – | 0.03% | 112 |
|
|
2015
Q2 | $261 | Hold |
16,887
| – | – | 0.02% | 116 |
|
|
2015
Q1 | $264K | Hold |
16,887
| – | – | 0.02% | 123 |
|
|
2014
Q4 | $262K | Hold |
16,887
| – | – | 0.02% | 125 |
|
|
2014
Q3 | $260K | Hold |
16,887
| – | – | 0.02% | 133 |
|
|
2014
Q2 | $267K | Hold |
16,887
| – | – | 0.03% | 127 |
|
|
2014
Q1 | $246K | Hold |
16,887
| – | – | 0.02% | 140 |
|
|
2013
Q4 | $242K | Hold |
16,887
| – | – | 0.02% | 138 |
|
|
2013
Q3 | $193K | Hold |
16,887
| – | – | 0.02% | 145 |
|
|
2013
Q2 | $188K | Buy |
+16,887
| New | +$188K | 0.02% | 140 |
|