PWM
Palumbo Wealth Management’s Arbor Realty Trust ABR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Buy |
20,960
+6,010
| +40% | +$64.3K | 0.07% | 173 |
|
|
2025
Q1 | $176K | Buy |
14,950
+502
| +3% | +$5.9K | 0.06% | 170 |
|
|
2024
Q4 | $200K | Buy |
14,448
+408
| +3% | +$5.65K | 0.07% | 154 |
|
|
2024
Q3 | $218K | Buy |
14,040
+427
| +3% | +$6.64K | 0.08% | 137 |
|
|
2024
Q2 | $195K | Buy |
13,613
+424
| +3% | +$6.09K | 0.08% | 131 |
|
|
2024
Q1 | $175K | Buy |
13,189
+420
| +3% | +$5.57K | 0.08% | 123 |
|
|
2023
Q4 | $194K | Buy |
12,769
+439
| +4% | +$6.66K | 0.1% | 117 |
|
|
2023
Q3 | $187K | Buy |
12,330
+327
| +3% | +$4.96K | 0.1% | 114 |
|
|
2023
Q2 | $178K | Buy |
12,003
+395
| +3% | +$5.85K | 0.11% | 103 |
|
|
2023
Q1 | $133K | Buy |
11,608
+381
| +3% | +$4.38K | 0.09% | 90 |
|
|
2022
Q4 | $148K | Buy |
11,227
+300
| +3% | +$3.96K | 0.12% | 80 |
|
|
2022
Q3 | $126K | Buy |
10,927
+276
| +3% | +$3.18K | 0.11% | 76 |
|
|
2022
Q2 | $140K | Buy |
+10,651
| New | +$140K | 0.11% | 79 |
|
|
2021
Q2 | – | Sell |
-75,041
| Closed | -$1.19M | – | 97 |
|
|
2021
Q1 | $1.19M | Buy |
75,041
+1,470
| +2% | +$23.4K | 0.9% | 19 |
|
|
2020
Q4 | $1.04M | Buy |
+73,571
| New | +$1.04M | 0.84% | 19 |
|