Accel Wealth Management’s Palantir PLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.78M | Buy |
13,091
+1,541
| +13% | +$210K | 0.6% | 47 |
|
|
2025
Q1 | $975K | Sell |
11,550
-7,992
| -41% | -$675K | 0.35% | 76 |
|
|
2024
Q4 | $1.48M | Buy |
19,542
+1,151
| +6% | +$87.1K | 0.56% | 51 |
|
|
2024
Q3 | $684K | Buy |
18,391
+740
| +4% | +$27.5K | 0.25% | 100 |
|
|
2024
Q2 | $447K | Buy |
17,651
+2,019
| +13% | +$51.1K | 0.18% | 122 |
|
|
2024
Q1 | $360K | Buy |
+15,632
| New | +$360K | 0.15% | 139 |
|
|
2023
Q2 | – | Sell |
-5,210
| Closed | -$44K | – | 670 |
|
|
2023
Q1 | $44K | Hold |
5,210
| – | – | 0.02% | 512 |
|
|
2022
Q4 | $33.4K | Hold |
5,210
| – | – | 0.02% | 434 |
|
|
2022
Q3 | $44K | Hold |
5,210
| – | – | 0.02% | 396 |
|
|
2022
Q2 | $47K | Hold |
5,210
| – | – | 0.03% | 364 |
|
|
2022
Q1 | $72K | Hold |
5,210
| – | – | 0.04% | 299 |
|
|
2021
Q4 | $95K | Sell |
5,210
-250
| -5% | -$4.56K | 0.05% | 269 |
|
|
2021
Q3 | $131K | Sell |
5,460
-300
| -5% | -$7.2K | 0.08% | 186 |
|
|
2021
Q2 | $152K | Buy |
+5,760
| New | +$152K | 0.1% | 182 |
|