AE Wealth Management’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63.5M | Buy |
465,854
+159,985
| +52% | +$21.8M | 0.46% | 49 |
|
|
2025
Q1 | $25.8M | Sell |
305,869
-13,455
| -4% | -$1.14M | 0.22% | 108 |
|
|
2024
Q4 | $24.2M | Sell |
319,324
-8,506
| -3% | -$643K | 0.2% | 112 |
|
|
2024
Q3 | $12.2M | Buy |
327,830
+43,869
| +15% | +$1.63M | 0.11% | 207 |
|
|
2024
Q2 | $7.19M | Buy |
283,961
+106,197
| +60% | +$2.69M | 0.07% | 270 |
|
|
2024
Q1 | $4.09M | Sell |
177,764
-358,119
| -67% | -$8.24M | 0.05% | 338 |
|
|
2023
Q4 | $8.76M | Buy |
535,883
+343,141
| +178% | +$5.61M | 0.04% | 428 |
|
|
2023
Q3 | $3.08M | Buy |
192,742
+85,042
| +79% | +$1.36M | 0.02% | 702 |
|
|
2023
Q2 | $1.65M | Sell |
107,700
-139,553
| -56% | -$2.14M | 0.01% | 894 |
|
|
2023
Q1 | $2.09M | Buy |
247,253
+15,536
| +7% | +$131K | 0.01% | 777 |
|
|
2022
Q4 | $1.49M | Sell |
231,717
-24,672
| -10% | -$158K | 0.01% | 845 |
|
|
2022
Q3 | $2.08M | Buy |
256,389
+6,616
| +3% | +$53.8K | 0.02% | 687 |
|
|
2022
Q2 | $2.27M | Sell |
249,773
-8,368
| -3% | -$75.9K | 0.02% | 629 |
|
|
2022
Q1 | $3.54M | Sell |
258,141
-16,206
| -6% | -$222K | 0.02% | 540 |
|
|
2021
Q4 | $5M | Buy |
274,347
+3,520
| +1% | +$64.1K | 0.03% | 415 |
|
|
2021
Q3 | $6.51M | Buy |
270,827
+14,428
| +6% | +$347K | 0.05% | 318 |
|
|
2021
Q2 | $6.76M | Buy |
256,399
+30,775
| +14% | +$811K | 0.06% | 295 |
|
|
2021
Q1 | $5.26M | Buy |
225,624
+182,931
| +428% | +$4.26M | 0.05% | 303 |
|
|
2020
Q4 | $1.01M | Buy |
+42,693
| New | +$1.01M | 0.01% | 707 |
|