Palumbo Wealth Management LLC Purchases and Sells in Q4 2024

Palumbo Wealth Management LLC

$259 Million
Q4 2024

Top Buys

Incresed Positions

96 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	11.3K + 28.33%	$567.81 - $607.81 $6.44M - $6.9M	51.4K $30.1M
AMZN	2.38K + 8.09%	$180.88 - $232.93 $430K - $554K	31.8K $6.98M
XLV	9.9K + 99.53%	$136.28 - $154.74 $1.35M - $1.53M	19.8K $2.73M
CMCSA	33.2K + 263.15%	$37.39 - $45.14 $1.24M - $1.5M	45.8K $1.72M
GOOGL	4.14K + 34.49%	$161.86 - $196.66 $670K - $814K	16.1K $3.06M
AAPL	967 + 2.19%	$221.69 - $259.02 $214K - $250K	45.1K $11.3M

New Holdings

35 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JPST	414K New	$50.37 - $50.6 $20.9M - $21M	414K $20.9M
FOX	25.5K New	$38.0 - $47.15 $971K - $1.2M	25.5K $1.17M
ADBE	2.27K New	$437.39 - $552.96 $992K - $1.25M	2.27K $1.01M
XLY	2.98K New	$194.8 - $239.43 $580K - $712K	2.98K $667K
XLP	7.45K New	N/A	7.45K $566K
XLE	5.78K New	$83.32 - $97.27 $481K - $562K	5.78K $494K

Top Sells

Reduced Positions

35 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TIP	-50.2K - 91.35%	$106.33 - $110.69 $5.34M - $5.56M	4.76K $506K
KO	-38.1K - 90.44%	$61.74 - $71.71 $2.35M - $2.73M	4.03K $250K
NKE	-6.27K - 27.18%	$73.36 - $89.13 $460K - $559K	16.8K $1.27M
JNJ	-2.85K - 18.34%	$143.34 - $165.86 $408K - $472K	12.7K $1.83M
TMO	-478 - 11.74%	$501.29 - $612.85 $240K - $293K	3.6K $1.87M
MINT	-4.71K - 60.84%	$100.22 - $100.73 $472K - $474K	3.03K $304K

Activity Summary All Purchases 131 New Holdings 35 Increased Positions 96 All Sells 35 Reductions 35 Sold out 0 Calls 0 Puts 0

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