Bernardo Wealth Planning’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,473
| Closed | -$197K | – | 107 |
|
|
2023
Q4 | $197K | Sell |
11,473
-100
| -0.9% | -$1.72K | 0.06% | 86 |
|
|
2023
Q3 | $185K | Buy |
11,573
+473
| +4% | +$7.57K | 0.07% | 80 |
|
|
2023
Q2 | $170K | Hold |
11,100
| – | – | 0.07% | 88 |
|
|
2023
Q1 | $93.8K | Hold |
11,100
| – | – | 0.04% | 88 |
|
|
2022
Q4 | $71.3K | Hold |
11,100
| – | – | 0.03% | 86 |
|
|
2022
Q3 | $92K | Hold |
11,100
| – | – | 0.05% | 79 |
|
|
2022
Q2 | $100K | Hold |
11,100
| – | – | 0.06% | 81 |
|
|
2022
Q1 | $152K | Buy |
+11,100
| New | +$152K | 0.08% | 87 |
|