GWS
Glassman Wealth Services’s Palantir PLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,990
| Closed | -$85.7K | – | 1391 |
|
|
2023
Q4 | $85.7K | Buy |
4,990
+87
| +2% | +$1.49K | 0.01% | 324 |
|
|
2023
Q3 | $78.4K | Buy |
4,903
+3,682
| +302% | +$58.9K | 0.01% | 320 |
|
|
2023
Q2 | $18.7K | Buy |
1,221
+67
| +6% | +$1.03K | ﹤0.01% | 634 |
|
|
2023
Q1 | $9.75K | Sell |
1,154
-3,692
| -76% | -$31.2K | ﹤0.01% | 829 |
|
|
2022
Q4 | $31.1K | Sell |
4,846
-945
| -16% | -$6.07K | 0.01% | 544 |
|
|
2022
Q3 | $47K | Sell |
5,791
-67
| -1% | -$544 | 0.01% | 404 |
|
|
2022
Q2 | $53K | Buy |
5,858
+1,766
| +43% | +$16K | 0.01% | 377 |
|
|
2022
Q1 | $56K | Buy |
4,092
+3,501
| +592% | +$47.9K | 0.01% | 382 |
|
|
2021
Q4 | $11K | Sell |
591
-6,874
| -92% | -$128K | ﹤0.01% | 769 |
|
|
2021
Q3 | $179K | Sell |
7,465
-19,951
| -73% | -$478K | 0.04% | 165 |
|
|
2021
Q2 | $723K | Sell |
27,416
-19,659
| -42% | -$518K | 0.15% | 52 |
|
|
2021
Q1 | $1.1M | Buy |
47,075
+39,930
| +559% | +$930K | 0.23% | 39 |
|
|
2020
Q4 | $168K | Buy |
7,145
+6,240
| +690% | +$147K | 0.04% | 159 |
|
|
2020
Q3 | $9K | Buy |
+905
| New | +$9K | ﹤0.01% | 655 |
|