PWM
MTTR

Palumbo Wealth Management’s Matterport, Inc. Class A Common Stock MTTR Stock Holding History

Palumbo Wealth Management’s Portfolio MTTR Stock Details MTTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-26,073
Closed -$124K – 198
2024
Q4 		$124K Buy
26,073
+10,341
+66% +$49.1K 0.05% 166
2024
Q3 		$70.8K Buy
15,732
+871
+6% +$3.8K 0.03% 152
2024
Q2 		$66.4K Buy
14,861
+905
+6% +$3.43K 0.03% 143
2024
Q1 		$31.5K Buy
+13,956
New +$30.6K 0.01% 138

Other funds holding MTTR

BOJHT
Bank of Jackson Hole Trust Jackson, Wyoming $207M AUM 22.49% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Palumbo Wealth Management's MTTR Position: Q1 2025 in Review

Palumbo Wealth Management sold out of Matterport, Inc. Class A Common Stock (MTTR) in Q1 2025, closing a stake of 26,073 shares — an estimated $124K sold.

Palumbo Wealth Management first reported a position in MTTR in Q1 2024 and held it in 4 quarters. The position peaked at $124K in Q4 2024. 3 funds tracked by Wall St. Rank hold MTTR as of Q1 2025.

  • Palumbo Wealth Management reported no remaining Matterport, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • Palumbo Wealth Management sold 26,073 Matterport, Inc. Class A Common Stock shares in Q1 2025, an estimated $124K.
  • Palumbo Wealth Management first reported a position in Matterport, Inc. Class A Common Stock in Q1 2024 and held it in 4 quarters.
  • Palumbo Wealth Management's Matterport, Inc. Class A Common Stock position peaked at $124K in Q4 2024.
  • 3 funds tracked by Wall St. Rank held Matterport, Inc. Class A Common Stock as of Q1 2025.

Based on Palumbo Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.