Alta Wealth 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 | – | Sell |
-2,426
| Closed | -$205K | – | 138 |
|
|
2025
Q1 | $205K | Buy |
+2,426
| New | +$205K | 0.09% | 139 |
|
|
2022
Q1 | – | Sell |
-16,959
| Closed | -$309K | – | 155 |
|
|
2021
Q4 | $309K | Sell |
16,959
-71
| -0.4% | -$1.29K | 0.19% | 123 |
|
|
2021
Q3 | $409K | Buy |
17,030
+223
| +1% | +$5.36K | 0.3% | 107 |
|
|
2021
Q2 | $443K | Buy |
16,807
+1,261
| +8% | +$33.2K | 0.32% | 105 |
|
|
2021
Q1 | $362K | Buy |
+15,546
| New | +$362K | 0.3% | 106 |
|