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 |
|