BWA
Burt Wealth Advisors’s Palantir PLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $872K | Sell |
6,399
-900
| -12% | -$123K | 0.2% | 49 |
|
|
2025
Q1 | $616K | Sell |
7,299
-1,200
| -14% | -$101K | 0.15% | 56 |
|
|
2024
Q4 | $643K | Sell |
8,499
-1,800
| -17% | -$136K | 0.16% | 54 |
|
|
2024
Q3 | $383K | Sell |
10,299
-1,200
| -10% | -$44.6K | 0.09% | 77 |
|
|
2024
Q2 | $291K | Sell |
11,499
-800
| -7% | -$20.3K | 0.08% | 90 |
|
|
2024
Q1 | $283K | Sell |
12,299
-400
| -3% | -$9.2K | 0.07% | 96 |
|
|
2023
Q4 | $218K | Sell |
12,699
-900
| -7% | -$15.5K | 0.06% | 105 |
|
|
2023
Q3 | $218K | Sell |
13,599
-900
| -6% | -$14.4K | 0.07% | 92 |
|
|
2023
Q2 | $222K | Sell |
14,499
-900
| -6% | -$13.8K | 0.07% | 99 |
|
|
2023
Q1 | $130K | Sell |
15,399
-2,232
| -13% | -$18.9K | 0.04% | 104 |
|
|
2022
Q4 | $113K | Sell |
17,631
-300
| -2% | -$1.93K | 0.04% | 106 |
|
|
2022
Q3 | $146K | Sell |
17,931
-468
| -3% | -$3.81K | 0.06% | 87 |
|
|
2022
Q2 | $167K | Buy |
+18,399
| New | +$167K | 0.06% | 90 |
|