WR Wealth Planners’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $228K | Sell |
3,013
-1,329
| -31% | -$101K | 0.07% | 145 |
|
|
2024
Q3 | $162K | Buy |
4,342
+835
| +24% | +$31.1K | 0.04% | 211 |
|
|
2024
Q2 | $88.8K | Buy |
3,507
+100
| +3% | +$2.53K | 0.03% | 259 |
|
|
2024
Q1 | $78.4K | Buy |
+3,407
| New | +$78.4K | 0.02% | 280 |
|
|
2023
Q4 | – | Sell |
-1,200
| Closed | -$19.2K | – | 672 |
|
|
2023
Q3 | $19.2K | Hold |
1,200
| – | – | 0.01% | 430 |
|
|
2023
Q2 | $18.4K | Hold |
1,200
| – | – | 0.01% | 449 |
|
|
2023
Q1 | $10.1K | Buy |
+1,200
| New | +$10.1K | ﹤0.01% | 552 |
|
|
2022
Q3 | – | Sell |
-240
| Closed | -$2.18K | – | 547 |
|
|
2022
Q2 | $2.18K | Hold |
240
| – | – | ﹤0.01% | 413 |
|
|
2022
Q1 | $3.3K | Buy |
+240
| New | +$3.3K | ﹤0.01% | 390 |
|