GW & Wade’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $349K | Buy |
20,319
+25
| +0.1% | +$429 | 0.01% | 331 |
|
|
2023
Q3 | $325K | Buy |
+20,294
| New | +$325K | 0.01% | 314 |
|
|
2022
Q4 | – | Sell |
-24,655
| Closed | -$200K | – | 397 |
|
|
2022
Q3 | $200K | Hold |
24,655
| – | – | 0.01% | 361 |
|
|
2022
Q2 | $224K | Buy |
24,655
+125
| +0.5% | +$1.14K | 0.01% | 348 |
|
|
2022
Q1 | $337K | Hold |
24,530
| – | – | 0.01% | 290 |
|
|
2021
Q4 | $447K | Hold |
24,530
| – | – | 0.02% | 268 |
|
|
2021
Q3 | $590K | Hold |
24,530
| – | – | 0.03% | 229 |
|
|
2021
Q2 | $647K | Hold |
24,530
| – | – | 0.03% | 220 |
|
|
2021
Q1 | $571K | Hold |
24,530
| – | – | 0.03% | 208 |
|
|
2020
Q4 | $578K | Buy |
+24,530
| New | +$578K | 0.04% | 180 |
|