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Palumbo Wealth Management’s Ocular Therapeutix OCUL Stock Holding History

Palumbo Wealth Management’s Portfolio OCUL Stock Details OCUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-11,693
Closed -$99.9K – 194
2024
Q4 		$99.9K Buy
+11,693
New +$114K 0.04% 167
2024
Q3 		– Sell
-12,667
Closed -$86.6K – 166
2024
Q2 		$86.6K Buy
+12,667
New +$78.2K 0.04% 140

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

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

Palumbo Wealth Management sold out of Ocular Therapeutix (OCUL) in Q1 2025, closing a stake of 11,693 shares — an estimated $99.9K sold.

Palumbo Wealth Management first reported a position in OCUL in Q2 2024 and held it in 2 quarters. The position peaked at $99.9K in Q4 2024. 196 funds tracked by Wall St. Rank hold OCUL as of Q1 2025.

  • Palumbo Wealth Management reported no remaining Ocular Therapeutix position as of Q1 2025 after selling out during the quarter.
  • Palumbo Wealth Management sold 11,693 Ocular Therapeutix shares in Q1 2025, an estimated $99.9K.
  • Palumbo Wealth Management first reported a position in Ocular Therapeutix in Q2 2024 and held it in 2 quarters.
  • Palumbo Wealth Management's Ocular Therapeutix position peaked at $99.9K in Q4 2024.
  • 196 funds tracked by Wall St. Rank held Ocular Therapeutix as of Q1 2025.

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