Palumbo Wealth Management LLC Closed Holding Positions

Palumbo Wealth Management LLC

  • $251 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
Q2 2022 Filed on Aug 12, 2022
1,881
$221.34 - $312.59 $416K - $588K
FANG
Diamondback Energy, Inc.

Energy
Q2 2022 Filed on Aug 12, 2022
6,021
$119.24 - $160.4 $718K - $966K
DVN
Devon Energy Corp

Energy
Q2 2022 Filed on Aug 12, 2022
20,531
$53.77 - $78.04 $1.1M - $1.6M
MRO
Marathon Oil Corp

Energy
Q2 2022 Filed on Aug 12, 2022
122,581
$22.02 - $32.17 $2.7M - $3.94M
APA
Apa Corp

Energy
Q2 2022 Filed on Aug 12, 2022
26,419
$34.9 - $51.39 $922K - $1.36M
COP
Conocophillips

Energy
Q2 2022 Filed on Aug 12, 2022
11,736
$87.89 - $122.71 $1.03M - $1.44M
IWR
Ishares Russell Mid Cap ETF

ETFs
Q1 2022 Filed on May 10, 2022
2,647
$72.29 - $82.89 $191K - $219K
ASML
Asml Holding Nv

Technology
Q1 2022 Filed on May 10, 2022
859
$573.04 - $797.49 $492K - $685K
PWR
Quanta Services, Inc.

Industrials
Q1 2022 Filed on May 10, 2022
7,433
$96.89 - $135.54 $720K - $1.01M
Exchange Listed Fds Tr
Q1 2022 Filed on May 10, 2022
10,121
N/A
IT
Gartner Inc

Technology
Q1 2022 Filed on May 10, 2022
3,027
$257.51 - $323.41 $779K - $979K
ANET
Arista Networks, Inc.

Technology
Q1 2022 Filed on May 10, 2022
7,720
$114.45 - $142.24 $884K - $1.1M
STX
Seagate Technology Holdings PLC

Technology
Q1 2022 Filed on May 10, 2022
6,247
$86.35 - $116.02 $539K - $725K
GM
General Motors CO

Consumer Cyclical
Q1 2022 Filed on May 10, 2022
3,892
$39.83 - $65.74 $155K - $256K
ODFL
Old Dominion Freight Line, Inc.

Industrials
Q1 2022 Filed on May 10, 2022
2,307
$282.48 - $354.98 $652K - $819K
FTNT
Fortinet, Inc.

Technology
Q1 2022 Filed on May 10, 2022
3,194
$53.94 - $69.5 $172K - $222K
CRL
Charles River Laboratories International, Inc.

Healthcare
Q4 2021 Filed on Feb 16, 2022
2,447
$351.38 - $448.68 $860K - $1.1M
GNRC
Generac Holdings Inc.

Industrials
Q4 2021 Filed on Feb 16, 2022
2,164
$341.3 - $505.8 $739K - $1.09M
DFS
Discover Financial Services

Financial Services
Q4 2021 Filed on Feb 16, 2022
4,897
$106.13 - $132.99 $520K - $651K
COIN
Coinbase Global, Inc.

Technology
Q4 2021 Filed on Feb 16, 2022
906
$229.31 - $357.39 $208K - $324K
CARR
Carrier Global Corp

Industrials
Q4 2021 Filed on Feb 16, 2022
16,436
$50.3 - $57.15 $827K - $939K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
Q4 2021 Filed on Feb 16, 2022
3,935
$50.47 - $50.71 $199K - $200K
DOCU
Docusign, Inc.

Technology
Q4 2021 Filed on Feb 16, 2022
1,026
$135.09 - $284.11 $139K - $291K
IDXX
Idexx Laboratories Inc

Healthcare
Q4 2021 Filed on Feb 16, 2022
1,147
$586.54 - $666.48 $673K - $764K
PFF
Ishares Trust Ishares Pfd And

ETFs
Q3 2021 Filed on Nov 12, 2021
5,329
$38.55 - $39.48 $205K - $210K
SPSB
Spdr Portfolio Short Term Corp

ETFs
Q3 2021 Filed on Nov 12, 2021
6,665
$31.24 - $31.31 $208K - $209K
KSU
Kansas City Southern

Industrials
Q3 2021 Filed on Nov 12, 2021
2,662
N/A
HES
Hess Corp

Energy
Q3 2021 Filed on Nov 12, 2021
8,117
$63.59 - $88.89 $516K - $722K
MGM
Mgm Resorts International

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
17,546
$36.63 - $45.09 $643K - $791K
VFC
V F Corp

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
2,700
$66.05 - $84.55 $178K - $228K
COF
Capital One Financial Corp

Financial Services
Q3 2021 Filed on Nov 12, 2021
3,050
$152.46 - $177.73 $465K - $542K
REZI
Resideo Technologies, Inc.

Industrials
Q3 2021 Filed on Nov 12, 2021
10,063
$24.79 - $32.52 $249K - $327K
URI
United Rentals, Inc.

Industrials
Q2 2021 Filed on Aug 16, 2021
811
$288.95 - $348.14 $234K - $282K
SIVB
Svb Financial Group

Financial Services
Q2 2021 Filed on Aug 16, 2021
2,075
$483.33 - $606.83 $1M - $1.26M
General Electric CO
Q2 2021 Filed on Aug 16, 2021
10,082
N/A
IWM
Ishares Russell 2000 ETF

ETFs
Q2 2021 Filed on Aug 16, 2021
919
$211.85 - $232.89 $195K - $214K
MET
Metlife Inc

Financial Services
Q2 2021 Filed on Aug 16, 2021
10,673
$58.3 - $67.16 $622K - $717K
DE
Deere & CO

Industrials
Q2 2021 Filed on Aug 16, 2021
2,266
$328.38 - $394.22 $744K - $893K
PXD
Pioneer Natural Resources CO

Energy
Q2 2021 Filed on Aug 16, 2021
5,870
$145.02 - $170.71 $851K - $1M
JETS
ETF Ser Solutions U S Global J

ETFs
Q2 2021 Filed on Aug 16, 2021
38,514
$24.07 - $27.84 $927K - $1.07M
PDD
Pinduoduo Inc.

Consumer Cyclical
Q1 2021 Filed on May 17, 2021
4,816
$124.18 - $202.82 $598K - $977K
ETSY
Etsy Inc

Consumer Cyclical
Q1 2021 Filed on May 17, 2021
3,629
$167.57 - $244.58 $608K - $888K
FCX
Freeport Mcmoran Inc

Basic Materials
Q1 2021 Filed on May 17, 2021
27,626
$25.79 - $38.08 $712K - $1.05M
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
Q1 2021 Filed on May 17, 2021
7,745
$26.27 - $26.78 $203K - $207K
MELI
Mercadolibre Inc

Consumer Cyclical
Q1 2021 Filed on May 17, 2021
381
$1369.54 - $1984.34 $522K - $756K
DEO
Diageo PLC

Consumer Defensive
Q1 2021 Filed on May 17, 2021
1,269
$154.26 - $169.51 $196K - $215K
KMB
Kimberly Clark Corp

Consumer Defensive
Q1 2021 Filed on May 17, 2021
4,477
$128.33 - $139.05 $575K - $623K
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