Arete 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 | $4.34M | Sell |
31,847
-18,605
| -37% | -$2.54M | 0.31% | 70 |
|
|
2025
Q1 | $4.26M | Sell |
50,452
-426
| -0.8% | -$35.9K | 0.33% | 70 |
|
|
2024
Q4 | $3.86M | Buy |
50,878
+1,814
| +4% | +$138K | 0.28% | 75 |
|
|
2024
Q3 | $1.82M | Sell |
49,064
-107,055
| -69% | -$3.98M | 0.16% | 135 |
|
|
2024
Q2 | $3.95M | Sell |
156,119
-14,467
| -8% | -$366K | 0.32% | 64 |
|
|
2024
Q1 | $3.93M | Buy |
170,586
+38,939
| +30% | +$896K | 0.36% | 66 |
|
|
2023
Q4 | $2.26M | Buy |
131,647
+4,149
| +3% | +$71.2K | 0.17% | 126 |
|
|
2023
Q3 | $2.04M | Sell |
127,498
-27,390
| -18% | -$438K | 0.35% | 64 |
|
|
2023
Q2 | $2.37M | Buy |
154,888
+12,512
| +9% | +$192K | 0.21% | 105 |
|
|
2023
Q1 | $1.2M | Buy |
142,376
+1,059
| +0.7% | +$8.95K | 0.1% | 183 |
|
|
2022
Q4 | $907M | Buy |
141,317
+1,023
| +0.7% | +$6.57M | 0.08% | 221 |
|
|
2022
Q3 | $1.14M | Buy |
140,294
+108,399
| +340% | +$882K | 0.11% | 161 |
|
|
2022
Q2 | $292K | Sell |
31,895
-79,826
| -71% | -$731K | 0.03% | 339 |
|
|
2022
Q1 | $1.53M | Buy |
111,721
+8,938
| +9% | +$123K | 0.13% | 140 |
|
|
2021
Q4 | $1.87M | Buy |
102,783
+52,449
| +104% | +$955K | 0.16% | 121 |
|
|
2021
Q3 | $1.21M | Sell |
50,334
-2,417
| -5% | -$58.1K | 0.13% | 148 |
|
|
2021
Q2 | $107K | Sell |
52,751
-5,518
| -9% | -$11.2K | 0.02% | 354 |
|
|
2021
Q1 | $1.36M | Sell |
58,269
-39
| -0.1% | -$908 | 0.17% | 123 |
|
|
2020
Q4 | $1.36M | Buy |
+58,308
| New | +$1.36M | 0.19% | 114 |
|