Wittenberg Investment Management’s William Penn Bancorporation Common Stock WMPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-12,219
| Closed | -$133K | – | 79 |
|
|
2025
Q1 | $133K | Hold |
12,219
| – | – | 0.06% | 70 |
|
|
2024
Q4 | $147K | Sell |
12,219
-14,905
| -55% | -$179K | 0.06% | 69 |
|
|
2024
Q3 | $332K | Buy |
27,124
+234
| +0.9% | +$2.87K | 0.11% | 63 |
|
|
2024
Q2 | $307K | Buy |
26,890
+16,856
| +168% | +$192K | 0.1% | 66 |
|
|
2024
Q1 | $124K | Buy |
+10,034
| New | +$124K | 0.04% | 79 |
|