Ownership history in Palumbo Wealth Management LLC Β· 6 quarters on record
This page tracks every 13F SEC filing in which Palumbo Wealth Management LLC reported a position in BUTTERFLY NETWORK INC (BFLY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Palumbo Wealth Management LLC outperformed the S&P 500 by +88.5% annually on this BFLY position. Timing score: 40% (2/5 decisions correct). Average cost basis: $3.32. Maximum drawdown during holding period: β38.1%.
π₯ Exceptional β beat the S&P 500 by 88.5% per year on this position.
5 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
2 of 5 add/trim decisions correct
Best entry: $1.77 (2024 Q3) Β· Worst: $3.80 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
6 adds Β· 0 trims. Bought during 3 of 3 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Palumbo Wealth Management LLC has been actively increasing its BFLY allocation β a bullish signal from insiders.
Currently 0.39% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size