Palumbo Wealth Management LLC Strategy Shs Day Hagan/Ned Dav Transaction History

Palumbo Wealth Management LLC

$308 Million
Q2 2025

A detailed history of Palumbo Wealth Management LLC transactions in Strategy Shs Day Hagan/Ned Dav stock. As of the latest transaction made, Palumbo Wealth Management LLC holds 7,874 shares of SSUS stock, worth $354,487. This represents 0.11% of its overall portfolio holdings.

Number of Shares

7,874

Previous 9,309 15.42%

Holding current value

$354,487

Previous $378,000 6.35%

% of portfolio

0.11%

Previous 0.13%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	SELL	$36.23 - $44.97 $51,990 - $64,531	-1,435 Reduced 15.42%	7,874 $354,000
Q3 2024 Oct 28, 2024	SELL	$37.39 - $41.59 $8,711 - $9,690	-233 Reduced 2.44%	9,309 $387,000
Q2 2024 Aug 02, 2024	BUY	$36.32 - $39.68 $2,760 - $3,015	76 Added 0.8%	9,542 $377,000
Q1 2024 Apr 15, 2024	BUY	$35.0 - $38.45 $7,525 - $8,266	215 Added 2.32%	9,466 $363,000
Q4 2023 Jan 22, 2024	BUY	$32.82 - $36.09 $92,913 - $102,170	2,831 Added 44.1%	9,251 $329,000
Q3 2023 Oct 16, 2023	BUY	$34.02 - $36.61 $5,205 - $5,601	153 Added 2.44%	6,420 $219,000
Q2 2023 Jul 26, 2023	BUY	$32.43 - $35.51 $203,238 - $222,541	6,267 New	6,267 $222,000

Others Institutions Holding SSUS

# of Institutions

Shares Held

13.3M

Call Options Held

Put Options Held

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About STRATEGY SHS DAY HAGAN/NED DAV

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Palumbo Wealth Management LLC Strategy Shs Day Hagan/Ned Dav Transaction History