BWP
Balboa Wealth Partners’s Palantir PLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.61M | Sell |
48,494
-12,184
| -20% | -$1.66M | 1.33% | 12 |
|
|
2025
Q1 | $5.12M | Sell |
60,678
-1,532
| -2% | -$129K | 1.24% | 16 |
|
|
2024
Q4 | $4.7M | Sell |
62,210
-14,671
| -19% | -$1.11M | 1.07% | 17 |
|
|
2024
Q3 | $2.86M | Buy |
76,881
+16,917
| +28% | +$629K | 0.71% | 25 |
|
|
2024
Q2 | $1.52M | Buy |
59,964
+16,819
| +39% | +$426K | 0.4% | 45 |
|
|
2024
Q1 | $993K | Buy |
+43,145
| New | +$993K | 0.29% | 62 |
|
|
2023
Q4 | – | Sell |
-14,697
| Closed | -$235K | – | 311 |
|
|
2023
Q3 | $235K | Buy |
+14,697
| New | +$235K | 0.09% | 191 |
|