TBWA
Three Bridge Wealth Advisors’s Palantir PLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.82M | Sell |
13,319
-10,162
| -43% | -$1.39M | 0.48% | 32 |
|
|
2025
Q1 | $1.98M | Sell |
23,481
-9,740
| -29% | -$822K | 0.69% | 29 |
|
|
2024
Q4 | $2.51M | Sell |
33,221
-10,000
| -23% | -$756K | 0.88% | 25 |
|
|
2024
Q3 | $1.61M | Hold |
43,221
| – | – | 0.59% | 32 |
|
|
2024
Q2 | $1.09M | Hold |
43,221
| – | – | 0.43% | 38 |
|
|
2024
Q1 | $995K | Hold |
43,221
| – | – | 0.39% | 41 |
|
|
2023
Q4 | $742K | Hold |
43,221
| – | – | 0.26% | 47 |
|
|
2023
Q3 | $692K | Hold |
43,221
| – | – | 0.29% | 51 |
|
|
2023
Q2 | $663K | Hold |
43,221
| – | – | 0.28% | 53 |
|
|
2023
Q1 | $365K | Hold |
43,221
| – | – | 0.17% | 63 |
|
|
2022
Q4 | $277K | Hold |
43,221
| – | – | 0.15% | 69 |
|
|
2022
Q3 | $351K | Hold |
43,221
| – | – | 0.18% | 62 |
|
|
2022
Q2 | $392K | Hold |
43,221
| – | – | 0.19% | 62 |
|
|
2022
Q1 | $593K | Buy |
+43,221
| New | +$593K | 0.17% | 55 |
|