AAS
Avantax Advisory Services’s Palantir PLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.4M | Buy |
398,700
+74,611
| +23% | +$10.2M | 0.3% | 50 |
|
|
2025
Q1 | $27.4M | Buy |
324,089
+29,528
| +10% | +$2.49M | 0.17% | 95 |
|
|
2024
Q4 | $22.3M | Buy |
294,561
+58,841
| +25% | +$4.45M | 0.14% | 111 |
|
|
2024
Q3 | $8.77M | Sell |
235,720
-6,077
| -3% | -$226K | 0.06% | 254 |
|
|
2024
Q2 | $6.12M | Buy |
241,797
+74,829
| +45% | +$1.9M | 0.04% | 319 |
|
|
2024
Q1 | $3.84M | Buy |
166,968
+24,039
| +17% | +$553K | 0.03% | 370 |
|
|
2023
Q4 | $2.45M | Buy |
142,929
+31,570
| +28% | +$542K | 0.02% | 452 |
|
|
2023
Q3 | $1.78M | Sell |
111,359
-12,046
| -10% | -$193K | 0.02% | 494 |
|
|
2023
Q2 | $1.89M | Sell |
123,405
-22,312
| -15% | -$342K | 0.02% | 474 |
|
|
2023
Q1 | $1.23M | Buy |
145,717
+79,811
| +121% | +$674K | 0.02% | 592 |
|
|
2022
Q4 | $423K | Sell |
65,906
-496
| -0.7% | -$3.18K | 0.01% | 939 |
|
|
2022
Q3 | $540K | Sell |
66,402
-2,954
| -4% | -$24K | 0.01% | 739 |
|
|
2022
Q2 | $629K | Buy |
69,356
+18,598
| +37% | +$169K | 0.01% | 690 |
|
|
2022
Q1 | $701K | Buy |
50,758
+36,718
| +262% | +$507K | 0.01% | 657 |
|
|
2021
Q4 | $256K | Sell |
14,040
-14,778
| -51% | -$269K | ﹤0.01% | 1056 |
|
|
2021
Q3 | $689K | Buy |
28,818
+7,669
| +36% | +$183K | 0.01% | 595 |
|
|
2021
Q2 | $558K | Buy |
21,149
+7,331
| +53% | +$193K | 0.01% | 665 |
|
|
2021
Q1 | $320K | Buy |
+13,818
| New | +$320K | 0.01% | 784 |
|