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Palumbo Wealth Management’s Seer Inc SEER Stock Holding History

Palumbo Wealth Management’s Portfolio SEER Stock Details SEER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$113K Sell
67,187
-460
-0.7% -$851 0.03% 216
2025
Q4 		$124K Sell
67,647
-61,333
-48% -$125K 0.03% 215
2025
Q3 		$280K Buy
128,980
+23,604
+22% +$50.2K 0.09% 139
2025
Q2 		$226K Buy
105,376
+622
+0.6% +$1.25K 0.07% 171
2025
Q1 		$177K Sell
104,754
-3,393
-3% -$7.39K 0.06% 169
2024
Q4 		$250K Sell
108,147
-14,145
-12% -$31K 0.09% 137
2024
Q3 		$241K Buy
122,292
+16,001
+15% +$28K 0.09% 124
2024
Q2 		$179K Buy
106,291
+13,070
+14% +$24.4K 0.08% 132
2024
Q1 		$177K Buy
93,221
+83,176
+828% +$149K 0.08% 122
2023
Q4 		$19.5K Buy
+10,045
New +$17.9K 0.01% 122

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