Atria Wealth Solutions’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $13.4M | Sell |
98,520
-123,774
| -56% | -$16.8M | 0.3% | 72 |
|
2025
Q1 | $18.8M | Sell |
222,294
-19,613
| -8% | -$1.66M | 0.23% | 94 |
|
2024
Q4 | $18.3M | Buy |
241,907
+5,619
| +2% | +$425K | 0.2% | 100 |
|
2024
Q3 | $8.79M | Sell |
236,288
-20,097
| -8% | -$748K | 0.1% | 214 |
|
2024
Q2 | $6.49M | Buy |
256,385
+20,063
| +8% | +$508K | 0.07% | 276 |
|
2024
Q1 | $5.44M | Buy |
236,322
+27,312
| +13% | +$628K | 0.06% | 313 |
|
2023
Q4 | $3.59M | Buy |
209,010
+2,292
| +1% | +$39.4K | 0.04% | 402 |
|
2023
Q3 | $3.31M | Buy |
206,718
+20,657
| +11% | +$331K | 0.05% | 410 |
|
2023
Q2 | $2.85M | Buy |
186,061
+36,551
| +24% | +$560K | 0.04% | 454 |
|
2023
Q1 | $1.26M | Buy |
149,510
+6,691
| +5% | +$56.5K | 0.02% | 712 |
|
2022
Q4 | $917K | Buy |
142,819
+7,321
| +5% | +$47K | 0.01% | 789 |
|
2022
Q3 | $1.1M | Buy |
135,498
+94,180
| +228% | +$766K | 0.02% | 684 |
|
2022
Q2 | $374K | Sell |
41,318
-63,933
| -61% | -$579K | 0.01% | 1081 |
|
2022
Q1 | $1.45M | Buy |
+105,251
| New | +$1.45M | 0.02% | 588 |
|