Palumbo Wealth Management’s Ford F Stock Holding History

Palumbo Wealth Management’s Portfolio F Stock Details F Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-19,676	Closed	-$208K	–	177
2024 Q3	$208K	Buy	19,676 +188	+1%	+$2.15K	0.08%	140
2024 Q2	$244K	Sell	19,488 -1,012	-5%	-$12.5K	0.1%	116
2024 Q1	$272K	Sell	20,500 -425	-2%	-$5.15K	0.12%	110
2023 Q4	$255K	Sell	20,925 -2,714	-11%	-$30.2K	0.13%	108
2023 Q3	$294K	Sell	23,639 -9,684	-29%	-$126K	0.16%	88
2023 Q2	$504K	Sell	33,323 -5,847	-15%	-$74K	0.31%	58
2023 Q1	$494K	Sell	39,170 -2,315	-6%	-$29K	0.33%	57
2022 Q4	$482K	Buy	41,485 +1,766	+4%	+$22.7K	0.38%	54
2022 Q3	$445K	Buy	39,719 +1,134	+3%	+$15.9K	0.38%	56
2022 Q2	$429K	Buy	38,585 +115	+0.3%	+$1.57K	0.34%	58
2022 Q1	$650K	Sell	38,470 -32,109	-45%	-$611K	0.42%	51
2021 Q4	$1.47M	Buy	70,579 +31,864	+82%	+$586K	0.92%	19
2021 Q3	$548K	Sell	38,715 -55,641	-59%	-$757K	0.36%	62
2021 Q2	$1.4M	Buy	94,356 +7,004	+8%	+$93.1K	0.94%	18
2021 Q1	$1.07M	Buy	+87,352	New	+$999K	0.81%	23

Other funds holding F

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Koshinski Asset Management

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return