PWM
Palumbo Wealth Management’s Ford F Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-19,676
| Closed | -$208K | – | 177 |
|
|
2024
Q3 | $208K | Buy |
19,676
+188
| +1% | +$1.99K | 0.08% | 140 |
|
|
2024
Q2 | $244K | Sell |
19,488
-1,012
| -5% | -$12.7K | 0.1% | 116 |
|
|
2024
Q1 | $272K | Sell |
20,500
-425
| -2% | -$5.64K | 0.12% | 110 |
|
|
2023
Q4 | $255K | Sell |
20,925
-2,714
| -11% | -$33.1K | 0.13% | 108 |
|
|
2023
Q3 | $294K | Sell |
23,639
-9,684
| -29% | -$120K | 0.16% | 88 |
|
|
2023
Q2 | $504K | Sell |
33,323
-5,847
| -15% | -$88.5K | 0.31% | 58 |
|
|
2023
Q1 | $494K | Sell |
39,170
-2,315
| -6% | -$29.2K | 0.33% | 57 |
|
|
2022
Q4 | $482K | Buy |
41,485
+1,766
| +4% | +$20.5K | 0.38% | 54 |
|
|
2022
Q3 | $445K | Buy |
39,719
+1,134
| +3% | +$12.7K | 0.38% | 56 |
|
|
2022
Q2 | $429K | Buy |
38,585
+115
| +0.3% | +$1.28K | 0.34% | 58 |
|
|
2022
Q1 | $650K | Sell |
38,470
-32,109
| -45% | -$543K | 0.42% | 51 |
|
|
2021
Q4 | $1.47M | Buy |
70,579
+31,864
| +82% | +$662K | 0.92% | 19 |
|
|
2021
Q3 | $548K | Sell |
38,715
-55,641
| -59% | -$788K | 0.36% | 62 |
|
|
2021
Q2 | $1.4M | Buy |
94,356
+7,004
| +8% | +$104K | 0.94% | 18 |
|
|
2021
Q1 | $1.07M | Buy |
+87,352
| New | +$1.07M | 0.81% | 23 |
|