PWM
Palumbo Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.17M | Sell |
17,369
-308
| -2% | -$109K | 1.91% | 12 |
|
|
2025
Q1 | $6.2M | Buy |
17,677
+2,010
| +13% | +$704K | 2.07% | 11 |
|
|
2024
Q4 | $4.95M | Buy |
15,667
+1,083
| +7% | +$342K | 1.85% | 12 |
|
|
2024
Q3 | $4.01M | Buy |
14,584
+185
| +1% | +$50.9K | 1.56% | 15 |
|
|
2024
Q2 | $3.78M | Buy |
14,399
+694
| +5% | +$182K | 1.6% | 15 |
|
|
2024
Q1 | $3.82M | Buy |
13,705
+3,436
| +33% | +$959K | 1.71% | 15 |
|
|
2023
Q4 | $2.67M | Buy |
10,269
+544
| +6% | +$142K | 1.37% | 17 |
|
|
2023
Q3 | $2.24M | Buy |
9,725
+5,081
| +109% | +$1.17M | 1.23% | 17 |
|
|
2023
Q2 | $1.1M | Buy |
4,644
+1,003
| +28% | +$238K | 0.67% | 30 |
|
|
2023
Q1 | $821K | Buy |
3,641
+302
| +9% | +$68.1K | 0.55% | 43 |
|
|
2022
Q4 | $694K | Buy |
3,339
+373
| +13% | +$77.5K | 0.55% | 43 |
|
|
2022
Q3 | $527K | Buy |
2,966
+137
| +5% | +$24.3K | 0.45% | 48 |
|
|
2022
Q2 | $557K | Buy |
2,829
+589
| +26% | +$116K | 0.44% | 48 |
|
|
2022
Q1 | $497K | Buy |
2,240
+100
| +5% | +$22.2K | 0.32% | 61 |
|
|
2021
Q4 | $464K | Buy |
2,140
+513
| +32% | +$111K | 0.29% | 63 |
|
|
2021
Q3 | $362K | Buy |
1,627
+55
| +3% | +$12.2K | 0.24% | 73 |
|
|
2021
Q2 | $368K | Buy |
1,572
+118
| +8% | +$27.6K | 0.25% | 74 |
|
|
2021
Q1 | $308K | Sell |
1,454
-132
| -8% | -$28K | 0.23% | 78 |
|
|
2020
Q4 | $347K | Buy |
+1,586
| New | +$347K | 0.28% | 65 |
|