BWM
BigSur Wealth Management’s Palantir PLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-12,700
| Closed | -$231K | – | 144 |
|
|
2021
Q4 | $231K | Sell |
12,700
-19,000
| -60% | -$346K | 0.09% | 119 |
|
|
2021
Q3 | $762K | Hold |
31,700
| – | – | 0.34% | 68 |
|
|
2021
Q2 | $836K | Sell |
31,700
-6,000
| -16% | -$158K | 0.38% | 67 |
|
|
2021
Q1 | $878K | Buy |
+37,700
| New | +$878K | 0.45% | 58 |
|