Number of Shares
33,607.00
Current Holdings Value*
$8.99 Mil
% of Portfolio
2.57%
Total Estimate Gain
$-338,746.84
% of Total Estimate Gain
-3.30%

OAK HARBOR WEALTH PARTNERS, LLC's Penumbra Inc Holding Summary

As of 2025-03-31, OAK HARBOR WEALTH PARTNERS, LLC held 33,607.00 shares of Penumbra Inc(PEN), totaling $8.99 Mil. This investment constitutes 2.57% of their stock portfolio, and OAK HARBOR WEALTH PARTNERS, LLC now holds 0.09% of the outstanding Penumbra Inc(PEN) stock.

The initial trade took place in 2022Q1. And since then OAK HARBOR WEALTH PARTNERS, LLC has made 2 purchases of PEN, at an average price of $222.40, for a total of 46,132.00 shares. In addition, there have been 7 sales at an average price of $174.46 for 12,525.00 shares. Based on historical transaction data and PEN's current price of $230.18, OAK HARBOR WEALTH PARTNERS, LLC's estimated gain on his PEN holdings is $-338,746.84, reflecting a -3.30% gain to date.

OAK HARBOR WEALTH PARTNERS, LLC PEN ($230.18) Holding Chart

OAK HARBOR WEALTH PARTNERS, LLC PEN ($230.18) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1