Allworth Financial’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.7M | Buy |
100,672
+65,490
| +186% | +$8.93M | 0.07% | 162 |
|
|
2025
Q1 | $3.79M | Buy |
35,182
+598
| +2% | +$64.5K | 0.02% | 292 |
|
|
2024
Q4 | $2.66M | Buy |
34,584
+9,994
| +41% | +$768K | 0.01% | 347 |
|
|
2024
Q3 | $915K | Buy |
24,590
+1,891
| +8% | +$70.3K | 0.01% | 447 |
|
|
2024
Q2 | $649K | Buy |
22,699
+3,901
| +21% | +$111K | ﹤0.01% | 513 |
|
|
2024
Q1 | $433K | Buy |
18,798
+9,913
| +112% | +$228K | ﹤0.01% | 580 |
|
|
2023
Q4 | $153K | Buy |
8,885
+914
| +11% | +$15.7K | ﹤0.01% | 803 |
|
|
2023
Q3 | $128K | Buy |
7,971
+1,405
| +21% | +$22.5K | ﹤0.01% | 799 |
|
|
2023
Q2 | $101K | Sell |
6,566
-1,239
| -16% | -$19K | ﹤0.01% | 899 |
|
|
2023
Q1 | $66K | Buy |
7,805
+424
| +6% | +$3.58K | ﹤0.01% | 984 |
|
|
2022
Q4 | $47.4K | Buy |
7,381
+2,594
| +54% | +$16.7K | ﹤0.01% | 1027 |
|
|
2022
Q3 | $39K | Sell |
4,787
-818
| -15% | -$6.66K | ﹤0.01% | 1049 |
|
|
2022
Q2 | $51K | Buy |
5,605
+329
| +6% | +$2.99K | ﹤0.01% | 897 |
|
|
2022
Q1 | $72K | Buy |
5,276
+1,513
| +40% | +$20.6K | ﹤0.01% | 799 |
|
|
2021
Q4 | $69K | Sell |
3,763
-335
| -8% | -$6.14K | ﹤0.01% | 771 |
|
|
2021
Q3 | $99K | Buy |
4,098
+2,150
| +110% | +$51.9K | ﹤0.01% | 618 |
|
|
2021
Q2 | $51K | Buy |
1,948
+500
| +35% | +$13.1K | ﹤0.01% | 611 |
|
|
2021
Q1 | $34K | Buy |
1,448
+700
| +94% | +$16.4K | ﹤0.01% | 659 |
|
|
2020
Q4 | $18K | Buy |
+748
| New | +$18K | ﹤0.01% | 694 |
|