Palumbo Wealth Management’s Public Service Enterprise Group PEG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $478K | Buy |
5,675
+179
| +3% | +$15.1K | 0.15% | 102 |
|
2025
Q1 | $452K | Buy |
5,496
+96
| +2% | +$7.9K | 0.15% | 101 |
|
2024
Q4 | $456K | Buy |
5,400
+24
| +0.4% | +$2.03K | 0.17% | 90 |
|
2024
Q3 | $480K | Buy |
5,376
+23
| +0.4% | +$2.05K | 0.19% | 88 |
|
2024
Q2 | $395K | Buy |
5,353
+27
| +0.5% | +$1.99K | 0.17% | 92 |
|
2024
Q1 | $356K | Buy |
5,326
+30
| +0.6% | +$2K | 0.16% | 97 |
|
2023
Q4 | $324K | Buy |
5,296
+30
| +0.6% | +$1.84K | 0.17% | 94 |
|
2023
Q3 | $300K | Buy |
5,266
+32
| +0.6% | +$1.82K | 0.16% | 87 |
|
2023
Q2 | $328K | Buy |
5,234
+29
| +0.6% | +$1.82K | 0.2% | 76 |
|
2023
Q1 | $325K | Buy |
5,205
+30
| +0.6% | +$1.87K | 0.22% | 71 |
|
2022
Q4 | $317K | Buy |
5,175
+28
| +0.5% | +$1.72K | 0.25% | 66 |
|
2022
Q3 | $289K | Sell |
5,147
-1,672
| -25% | -$93.9K | 0.24% | 66 |
|
2022
Q2 | $432K | Buy |
6,819
+41
| +0.6% | +$2.6K | 0.34% | 57 |
|
2022
Q1 | $474K | Buy |
6,778
+37
| +0.5% | +$2.59K | 0.3% | 63 |
|
2021
Q4 | $450K | Sell |
6,741
-1,470
| -18% | -$98.1K | 0.28% | 65 |
|
2021
Q3 | $500K | Buy |
8,211
+51
| +0.6% | +$3.11K | 0.33% | 65 |
|
2021
Q2 | $487K | Buy |
8,160
+52
| +0.6% | +$3.1K | 0.33% | 64 |
|
2021
Q1 | $488K | Buy |
8,108
+52
| +0.6% | +$3.13K | 0.37% | 64 |
|
2020
Q4 | $470K | Buy |
+8,056
| New | +$470K | 0.38% | 60 |
|