A detailed history of Morgan Rosel Wealth Management, LLC transactions in Penny Mac Financial Services, Inc. stock. As of the latest transaction made, Morgan Rosel Wealth Management, LLC holds 11,728 shares of PFSI stock, worth $1.19 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
11,728
Previous 7,312 60.39%
Holding current value
$1.19 Million
Previous $833,000 43.7%
% of portfolio
0.41%
Previous 0.29%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025

BUY
$99.39 - $112.14 $438,906 - $495,210
4,416 Added 60.39%
11,728 $1.2 Million
Q3 2024

Oct 10, 2024

SELL
$90.98 - $116.58 $265,024 - $339,597
-2,913 Reduced 28.49%
7,312 $833,000
Q2 2024

Jul 15, 2024

SELL
$85.64 - $94.6 $50,185 - $55,435
-586 Reduced 5.42%
10,225 $967,000
Q1 2024

Apr 17, 2024

BUY
$83.31 - $93.24 $19,661 - $22,004
236 Added 2.23%
10,811 $984,000
Q4 2023

Jan 19, 2024

BUY
$63.0 - $92.93 $71,253 - $105,103
1,131 Added 11.98%
10,575 $934,000
Q3 2023

Oct 27, 2023

BUY
$65.73 - $81.71 $620,754 - $771,669
9,444 New
9,444 $628,000

Others Institutions Holding PFSI

About PennyMac Financial Services, Inc.


  • Ticker PFSI
  • Exchange NYSE
  • Sector Financial Services
  • Industry Mortgage Finance
  • Shares Outstandng 52,464,900
  • Market Cap $5.31B
  • Description
  • PennyMac Financial Services, Inc., through its subsidiaries, engages in the mortgage banking and investment management activities in the United States. It operates through three segments: Production, Servicing, and Investment Management. The Production segment is involved in the origination, acquisition, and sale of loans. It sources first-lien ...
More about PFSI
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