Annex Advisory Services’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Buy |
12,211
+31
| +0.3% | +$4.23K | 0.04% | 134 |
|
|
2025
Q1 | $1.03M | Buy |
12,180
+489
| +4% | +$41.3K | 0.03% | 159 |
|
|
2024
Q4 | $884K | Sell |
11,691
-6,808
| -37% | -$515K | 0.03% | 174 |
|
|
2024
Q3 | $688K | Sell |
18,499
-1,332
| -7% | -$49.6K | 0.02% | 169 |
|
|
2024
Q2 | $502K | Buy |
19,831
+1,397
| +8% | +$35.4K | 0.02% | 186 |
|
|
2024
Q1 | $424K | Sell |
18,434
-2,800
| -13% | -$64.4K | 0.02% | 195 |
|
|
2023
Q4 | $365K | Buy |
21,234
+3,000
| +16% | +$51.5K | 0.02% | 193 |
|
|
2023
Q3 | $292K | Hold |
18,234
| – | – | 0.02% | 202 |
|
|
2023
Q2 | $280K | Hold |
18,234
| – | – | 0.02% | 204 |
|
|
2023
Q1 | $154K | Buy |
18,234
+3,223
| +21% | +$27.2K | 0.01% | 237 |
|
|
2022
Q4 | $96.4K | Sell |
15,011
-50
| -0.3% | -$321 | 0.01% | 248 |
|
|
2022
Q3 | $122K | Hold |
15,061
| – | – | 0.01% | 230 |
|
|
2022
Q2 | $137K | Sell |
15,061
-3,444
| -19% | -$31.3K | 0.01% | 247 |
|
|
2022
Q1 | $254K | Buy |
+18,505
| New | +$254K | 0.02% | 212 |
|