JWM
Janiczek Wealth Management’s Palantir PLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $18K | Sell |
710
-583
| -45% | -$14.8K | ﹤0.01% | 575 |
|
|
2024
Q1 | $29.8K | Sell |
1,293
-4
| -0.3% | -$92 | 0.01% | 496 |
|
|
2023
Q4 | $22.3K | Sell |
1,297
-36
| -3% | -$618 | 0.01% | 526 |
|
|
2023
Q3 | $21.3K | Buy |
1,333
+627
| +89% | +$10K | 0.01% | 517 |
|
|
2023
Q2 | $10.8K | Hold |
706
| – | – | ﹤0.01% | 561 |
|
|
2023
Q1 | $6.22K | Buy |
+706
| New | +$6.22K | ﹤0.01% | 640 |
|
|
2022
Q1 | – | Sell |
-35
| Closed | -$1K | – | 1050 |
|
|
2021
Q4 | $1K | Sell |
35
-412
| -92% | -$11.8K | ﹤0.01% | 948 |
|
|
2021
Q3 | $11K | Buy |
447
+383
| +598% | +$9.43K | ﹤0.01% | 558 |
|
|
2021
Q2 | $2K | Buy |
+64
| New | +$2K | ﹤0.01% | 778 |
|