PWM
Palumbo Wealth Management’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.53M | Buy |
4,384
+123
| +3% | +$70.9K | 0.78% | 33 |
|
|
2025
Q1 | $2.41M | Buy |
4,261
+799
| +23% | +$452K | 0.81% | 36 |
|
|
2024
Q4 | $2.08M | Buy |
3,462
+442
| +15% | +$265K | 0.78% | 33 |
|
|
2024
Q3 | $1.76M | Buy |
3,020
+82
| +3% | +$47.8K | 0.68% | 45 |
|
|
2024
Q2 | $1.42M | Buy |
2,938
+797
| +37% | +$384K | 0.6% | 48 |
|
|
2024
Q1 | $1.2M | Buy |
2,141
+485
| +29% | +$272K | 0.54% | 50 |
|
|
2023
Q4 | $937K | Buy |
1,656
+80
| +5% | +$45.3K | 0.48% | 53 |
|
|
2023
Q3 | $808K | Buy |
1,576
+472
| +43% | +$242K | 0.44% | 52 |
|
|
2023
Q2 | $518K | Buy |
+1,104
| New | +$518K | 0.32% | 57 |
|