PWM
Paulson Wealth Management’s Palantir PLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Hold |
0
| – | – | – | 89 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 83 |
|
|
2022
Q2 | – | Sell |
-32,424
| Closed | -$445K | – | 80 |
|
|
2022
Q1 | $445K | Sell |
32,424
-35,278
| -52% | -$484K | 0.2% | 46 |
|
|
2021
Q4 | $1.23M | Sell |
67,702
-100
| -0.1% | -$1.82K | 0.55% | 21 |
|
|
2021
Q3 | $1.63M | Hold |
67,802
| – | – | 0.77% | 19 |
|
|
2021
Q2 | $1.79M | Hold |
67,802
| – | – | 0.86% | 19 |
|
|
2021
Q1 | $1.57M | Buy |
67,802
+52,072
| +331% | +$1.21M | 0.78% | 18 |
|
|
2020
Q4 | $370K | Buy |
+15,730
| New | +$370K | 0.22% | 61 |
|