PWM
Palumbo Wealth Management’s Factset FDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2M | Sell |
4,473
-142
| -3% | -$63.5K | 0.62% | 42 |
|
|
2025
Q1 | $2.1M | Buy |
4,615
+1,352
| +41% | +$615K | 0.7% | 40 |
|
|
2024
Q4 | $1.57M | Buy |
3,263
+528
| +19% | +$254K | 0.59% | 43 |
|
|
2024
Q3 | $1.26M | Sell |
2,735
-9
| -0.3% | -$4.14K | 0.49% | 52 |
|
|
2024
Q2 | $1.12M | Buy |
2,744
+535
| +24% | +$218K | 0.47% | 54 |
|
|
2024
Q1 | $1M | Buy |
2,209
+215
| +11% | +$97.7K | 0.45% | 55 |
|
|
2023
Q4 | $951K | Buy |
1,994
+121
| +6% | +$57.7K | 0.49% | 52 |
|
|
2023
Q3 | $819K | Buy |
1,873
+182
| +11% | +$79.6K | 0.45% | 51 |
|
|
2023
Q2 | $678K | Buy |
+1,691
| New | +$678K | 0.41% | 48 |
|