Institutions / Atwood & Palmer Inc / Activity
Activity — Atwood & Palmer Inc
308 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | New | 654902204 Common stock | $19.78M | +2.5M | 2,460,760 1.12% of portfolio | medium |
| Q1 2026 as of | Add | BABA Alibaba Group Holding Ltd ADR | $12.58M | +100K +50385.93% | 100,467 0.71% of portfolio | medium |
| Q1 2026 as of | Trim | DraftKings Inc. Common stock | $-11.64M | -538K -99.16% | 4,575 <0.01% of portfolio | medium |
| Q1 2026 as of | New | 26923W108 Common stock | $3.20M | +123K | 123,235 0.18% of portfolio | low |
| Q1 2026 as of | Add | 696930106 Common stock | $2.42M | +118K +6.21% | 2,019,239 2.34% of portfolio | low |
| Q1 2026 as of | Add | 47103U738 Common stock | $2.35M | +45K +4.06% | 1,147,399 3.40% of portfolio | low |
| Q1 2026 as of | Add | 47103U845 Common stock | $2.19M | +43K +3.92% | 1,149,903 3.27% of portfolio | low |
| Q1 2026 as of | Add | MercadoLibre, Inc. Common stock | $1.96M | +1K +6.56% | 18,375 1.79% of portfolio | low |
| Q1 2026 as of | Add | 464287457 Common stock | $1.84M | +22K +3.20% | 717,219 3.34% of portfolio | low |
| Q1 2026 as of | Trim | 46137V357 Common stock | $-1.35M | -7K -16.68% | 35,223 0.38% of portfolio | low |
| Q1 2026 as of | Trim | Alphabet Inc. Common stock | $-1.06M | -4K -1.52% | 239,876 3.88% of portfolio | low |
| Q1 2026 as of | Trim | Palantir Technologies Inc Common stock | $-1.04M | -7K -1.59% | 437,524 3.61% of portfolio | low |
| Q1 2026 as of | Add | 09789C747 Common stock | $964.6K | +19K +2.49% | 770,820 2.24% of portfolio | low |
| Q1 2026 as of | Exit | 47103U753 Common stock | $-934.2K | -20K -100.00% | 0 | low |
| Q1 2026 as of | Trim | Walmart Inc. Common stock | $-928.6K | -7K -2.80% | 259,489 1.82% of portfolio | low |
| Q1 2026 as of | Add | 025072703 Common stock | $885.7K | +10K +1.38% | 767,452 3.67% of portfolio | low |
| Q1 2026 as of | New | Waters Corp Common stock | $835.9K | +3K | 2,807 0.05% of portfolio | low |
| Q1 2026 as of | Add | 025072364 Common stock | $818.0K | +11K +2.24% | 499,116 2.11% of portfolio | low |
| Q1 2026 as of | New | 921910816 Common stock | $808.9K | +2K | 2,201 0.05% of portfolio | low |
| Q1 2026 as of | Add | 47103U746 Common stock | $782.2K | +15K +2.22% | 699,263 2.03% of portfolio | low |
| Q1 2026 as of | Add | 025072802 Common stock | $748.2K | +7K +2.83% | 272,527 1.54% of portfolio | low |
| Q1 2026 as of | Trim | 33738R605 Common stock | $-680.6K | -11K -12.24% | 80,737 0.28% of portfolio | low |
| Q1 2026 as of | Trim | United Therapeutics Corp Common stock | $-649.9K | -1K -1.73% | 62,436 2.09% of portfolio | low |
| Q1 2026 as of | Trim | Cisco Systems, Inc. Common stock | $-573.6K | -7K -1.42% | 514,385 2.25% of portfolio | low |
| Q1 2026 as of | Add | 025072604 Common stock | $564.5K | +7K +1.05% | 671,428 3.05% of portfolio | low |
| Q1 2026 as of | Add | 09789C705 Common stock | $559.1K | +14K +2.83% | 500,015 1.15% of portfolio | low |
| Q1 2026 as of | Add | 381430529 Common stock | $514.3K | +5K +15.19% | 38,925 0.22% of portfolio | low |
| Q1 2026 as of | Add | Apple Inc. Common stock | $460.6K | +2K +1.45% | 127,381 1.82% of portfolio | low |
| Q1 2026 as of | Trim | Leidos Holdings Inc Common stock | $-439.2K | -3K -1.09% | 257,074 2.26% of portfolio | low |
| Q1 2026 as of | Add | 464288646 Common stock | $436.6K | +8K +2.38% | 357,227 1.06% of portfolio | low |
| Q1 2026 as of | Add | 46436E833 Common stock | $430.5K | +19K +2.09% | 943,410 1.19% of portfolio | low |
| Q1 2026 as of | Trim | 381430107 Common stock | $-407.8K | -9K -3.51% | 260,166 0.63% of portfolio | low |
| Q1 2026 as of | Add | 46436E825 Common stock | $384.0K | +18K +1.90% | 944,974 1.16% of portfolio | low |
| Q1 2026 as of | Add | 922908538 Common stock | $355.3K | +1K +6905.00% | 1,401 0.02% of portfolio | low |
| Q1 2026 as of | Trim | 46434V449 Common stock | $-351.7K | -7K -3.10% | 228,717 0.62% of portfolio | low |
| Q1 2026 as of | Trim | 26923N405 Common stock | $-338.4K | -8K -3.81% | 204,495 0.48% of portfolio | low |
| Q1 2026 as of | New | 922908512 Common stock | $337.5K | +2K | 1,831 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Gilead Sciences, Inc. Common stock | $-333.9K | -2K -0.68% | 347,439 2.73% of portfolio | low |
| Q1 2026 as of | Add | Houlihan Lokey Inc Common stock | $331.8K | +2K +3.30% | 72,270 0.59% of portfolio | low |
| Q1 2026 as of | Add | 46434V407 Common stock | $330.1K | +8K +1.73% | 457,730 1.09% of portfolio | low |
| Q1 2026 as of | Add | 921946406 Common stock | $315.3K | +2K +1069.85% | 2,328 0.02% of portfolio | low |
| Q1 2026 as of | Trim | CBC Central Bancompany, Inc. Common Stock | $-311.4K | -13K -4.41% | 282,050 0.38% of portfolio | low |
| Q1 2026 as of | Add | Uber Technologies, Inc Common stock | $309.4K | +4K +2.42% | 181,991 0.74% of portfolio | low |
| Q1 2026 as of | Trim | Fifth Third Bancorp Common stock | $-308.9K | -7K -0.79% | 837,279 2.20% of portfolio | low |
| Q1 2026 as of | Add | The Goldman Sachs Group, Inc. Common stock | $307.9K | +364 +1.10% | 33,362 1.59% of portfolio | low |
| Q1 2026 as of | Trim | 464288661 Common stock | $-298.8K | -3K -15.34% | 13,900 0.09% of portfolio | low |
| Q1 2026 as of | Add | Mastercard Inc Common stock | $294.8K | +590 +0.99% | 60,415 1.70% of portfolio | low |
| Q1 2026 as of | New | Amphenol Corp /De Common stock | $293.1K | +2K | 2,320 0.02% of portfolio | low |
| Q1 2026 as of | Add | Microsoft Corp Common stock | $273.9K | +740 +15.74% | 5,442 0.11% of portfolio | low |
| Q1 2026 as of | New | 46434V621 Common stock | $252.5K | +4K | 3,598 0.01% of portfolio | low |