Avitas Wealth Management’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-22,966
| Closed | -$187K | – | 199 |
|
|
2022
Q3 | $187K | Buy |
22,966
+3,695
| +19% | +$30.1K | 0.04% | 178 |
|
|
2022
Q2 | $175K | Buy |
19,271
+319
| +2% | +$2.9K | 0.04% | 187 |
|
|
2022
Q1 | $260K | Sell |
18,952
-11,451
| -38% | -$157K | 0.05% | 182 |
|
|
2021
Q4 | $554K | Sell |
30,403
-7,087
| -19% | -$129K | 0.09% | 152 |
|
|
2021
Q3 | $901K | Buy |
37,490
+10,972
| +41% | +$264K | 0.16% | 133 |
|
|
2021
Q2 | $699K | Sell |
26,518
-12,290
| -32% | -$324K | 0.12% | 163 |
|
|
2021
Q1 | $904K | Buy |
38,808
+207
| +0.5% | +$4.82K | 0.18% | 143 |
|
|
2020
Q4 | $909K | Buy |
38,601
+13,547
| +54% | +$319K | 0.18% | 148 |
|
|
2020
Q3 | $238K | Buy |
+25,054
| New | +$238K | 0.07% | 176 |
|