Allen Mooney & Barnes Investment Advisors’s Palantir PLTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.73M Sell
12,659
-1,357
-10% -$185K 0.28% 56
2025
Q1
$1.18M Buy
14,016
+2,516
+22% +$212K 0.19% 70
2024
Q4
$870K Sell
11,500
-6,804
-37% -$515K 0.15% 74
2024
Q3
$681K Sell
18,304
-7,718
-30% -$287K 0.12% 86
2024
Q2
$659K Buy
26,022
+1,020
+4% +$25.8K 0.12% 87
2024
Q1
$571K Sell
25,002
-3,849
-13% -$87.9K 0.11% 93
2023
Q4
$495K Buy
28,851
+2,436
+9% +$41.8K 0.09% 98
2023
Q3
$423K Buy
26,415
+4,862
+23% +$77.8K 0.09% 99
2023
Q2
$330K Buy
21,553
+10,638
+97% +$163K 0.07% 111
2023
Q1
$92.2K Hold
10,915
0.02% 129
2022
Q4
$70.1K Sell
10,915
-1,000
-8% -$6.42K 0.02% 134
2022
Q3
$96.9K Buy
11,915
+300
+3% +$2.44K 0.03% 132
2022
Q2
$105K Hold
11,615
0.03% 136
2022
Q1
$159K Buy
+11,615
New +$159K 0.04% 149