Winthrop Advisory Group’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-13,561
| Closed | -$504K | – | 167 |
|
|
2024
Q3 | $504K | Sell |
13,561
-4,565
| -25% | -$170K | 0.06% | 88 |
|
|
2024
Q2 | $459K | Sell |
18,126
-1,245
| -6% | -$31.5K | 0.06% | 88 |
|
|
2024
Q1 | $446K | Hold |
19,371
| – | – | 0.06% | 88 |
|
|
2023
Q4 | $333K | Hold |
19,371
| – | – | 0.05% | 100 |
|
|
2023
Q3 | $310K | Hold |
19,371
| – | – | 0.05% | 94 |
|
|
2023
Q2 | $297K | Buy |
19,371
+4,000
| +26% | +$61.3K | 0.05% | 99 |
|
|
2023
Q1 | $130K | Hold |
15,371
| – | – | 0.02% | 125 |
|
|
2022
Q4 | $98.7K | Buy |
15,371
+250
| +2% | +$1.61K | 0.02% | 119 |
|
|
2022
Q3 | $123K | Buy |
15,121
+1,000
| +7% | +$8.13K | 0.03% | 112 |
|
|
2022
Q2 | $128K | Hold |
14,121
| – | – | 0.03% | 118 |
|
|
2022
Q1 | $194K | Sell |
14,121
-63
| -0.4% | -$866 | 0.04% | 133 |
|
|
2021
Q4 | $258K | Buy |
14,184
+1,100
| +8% | +$20K | 0.05% | 115 |
|
|
2021
Q3 | $315K | Sell |
13,084
-1,500
| -10% | -$36.1K | 0.07% | 94 |
|
|
2021
Q2 | $384K | Buy |
14,584
+300
| +2% | +$7.9K | 0.09% | 81 |
|
|
2021
Q1 | $333K | Sell |
14,284
-792
| -5% | -$18.5K | 0.08% | 88 |
|
|
2020
Q4 | $355K | Buy |
+15,076
| New | +$355K | 0.09% | 83 |
|