Icon Wealth Partners’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $104K | Sell |
6,513
-650
| -9% | -$10.4K | 0.01% | 383 |
|
|
2023
Q2 | $110K | Buy |
+7,163
| New | +$110K | 0.01% | 396 |
|
|
2022
Q2 | – | Sell |
-10,512
| Closed | -$144K | – | 328 |
|
|
2022
Q1 | $144K | Hold |
10,512
| – | – | 0.01% | 323 |
|
|
2021
Q4 | $191K | Sell |
10,512
-850
| -7% | -$15.4K | 0.02% | 317 |
|
|
2021
Q3 | $273K | Buy |
11,362
+530
| +5% | +$12.7K | 0.03% | 292 |
|
|
2021
Q2 | $286K | Sell |
10,832
-3,043
| -22% | -$80.3K | 0.03% | 300 |
|
|
2021
Q1 | $323K | Buy |
+13,875
| New | +$323K | 0.04% | 259 |
|