AWA
Arkadios Wealth Advisors’s Palantir PLTR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $24.2M | Buy |
177,634
+35,406
| +25% | +$4.83M | 0.71% | 18 |
|
2025
Q1 | $12M | Buy |
142,228
+12,781
| +10% | +$1.08M | 0.45% | 39 |
|
2024
Q4 | $9.79M | Sell |
129,447
-5,943
| -4% | -$449K | 0.53% | 30 |
|
2024
Q3 | $5.04M | Buy |
135,390
+29,806
| +28% | +$1.11M | 0.29% | 73 |
|
2024
Q2 | $2.67M | Buy |
105,584
+61,775
| +141% | +$1.56M | 0.18% | 121 |
|
2024
Q1 | $1.01M | Sell |
43,809
-148
| -0.3% | -$3.41K | 0.08% | 234 |
|
2023
Q4 | $755K | Buy |
43,957
+9,400
| +27% | +$161K | 0.06% | 276 |
|
2023
Q3 | $553K | Buy |
34,557
+1,548
| +5% | +$24.8K | 0.05% | 307 |
|
2023
Q2 | $506K | Sell |
33,009
-6,756
| -17% | -$104K | 0.06% | 303 |
|
2023
Q1 | $336K | Buy |
39,765
+3,363
| +9% | +$28.4K | 0.04% | 402 |
|
2022
Q4 | $234K | Buy |
36,402
+4,371
| +14% | +$28.1K | 0.03% | 475 |
|
2022
Q3 | $260K | Buy |
32,031
+5,360
| +20% | +$43.5K | 0.04% | 417 |
|
2022
Q2 | $242K | Buy |
26,671
+2,445
| +10% | +$22.2K | 0.04% | 454 |
|
2022
Q1 | $333K | Sell |
24,226
-2,361
| -9% | -$32.5K | 0.04% | 401 |
|
2021
Q4 | $484K | Buy |
26,587
+1,308
| +5% | +$23.8K | 0.06% | 328 |
|
2021
Q3 | $607K | Buy |
25,279
+192
| +0.8% | +$4.61K | 0.09% | 257 |
|
2021
Q2 | $661K | Buy |
25,087
+16,387
| +188% | +$432K | 0.08% | 274 |
|
2021
Q1 | $202K | Sell |
8,700
-1,400
| -14% | -$32.5K | 0.03% | 414 |
|
2020
Q4 | $237K | Buy |
10,100
+8,100
| +405% | +$190K | 0.05% | 298 |
|
2020
Q3 | $19.4K | Buy |
+2,000
| New | +$19.4K | 0.01% | 608 |
|