BWP
Baldwin Wealth Partners’s Palantir PLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,640
| Closed | -$135K | – | 804 |
|
|
2024
Q3 | $135K | Sell |
3,640
-8
| -0.2% | -$298 | 0.01% | 379 |
|
|
2024
Q2 | $92.4K | Hold |
3,648
| – | – | 0.01% | 271 |
|
|
2024
Q1 | $83.9K | Buy |
+3,648
| New | +$83.9K | 0.01% | 291 |
|
|
2023
Q3 | – | Sell |
-2,081
| Closed | -$31.9K | – | 770 |
|
|
2023
Q2 | $31.9K | Hold |
2,081
| – | – | ﹤0.01% | 476 |
|
|
2023
Q1 | $17.6K | Hold |
2,081
| – | – | ﹤0.01% | 558 |
|
|
2022
Q4 | $13.4K | Sell |
2,081
-5,000
| -71% | -$32.1K | ﹤0.01% | 584 |
|
|
2022
Q3 | $58K | Hold |
7,081
| – | – | 0.01% | 316 |
|
|
2022
Q2 | $64K | Buy |
7,081
+2,081
| +42% | +$18.8K | 0.01% | 317 |
|
|
2022
Q1 | $69K | Hold |
5,000
| – | – | 0.01% | 321 |
|
|
2021
Q4 | $91K | Hold |
5,000
| – | – | 0.01% | 278 |
|
|
2021
Q3 | $120K | Hold |
5,000
| – | – | 0.01% | 243 |
|
|
2021
Q2 | $132K | Hold |
5,000
| – | – | 0.01% | 241 |
|
|
2021
Q1 | $116K | Hold |
5,000
| – | – | 0.01% | 241 |
|
|
2020
Q4 | $118K | Buy |
+5,000
| New | +$118K | 0.01% | 230 |
|