Avantax Advisory Services’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.4M | Buy |
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|
2025
Q1 | $27.4M | Buy |
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|
2024
Q4 | $22.3M | Buy |
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|
2024
Q3 | $8.77M | Sell |
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|
2024
Q2 | $6.12M | Buy |
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|
2024
Q1 | $3.84M | Buy |
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|
2023
Q4 | $2.45M | Buy |
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|
2023
Q3 | $1.78M | Sell |
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|
2023
Q2 | $1.89M | Sell |
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|
2023
Q1 | $1.23M | Buy |
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|
2022
Q4 | $423K | Sell |
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|
2022
Q3 | $540K | Sell |
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|
2022
Q2 | $629K | Buy |
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|
2022
Q1 | $701K | Buy |
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|
2021
Q4 | $256K | Sell |
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|
2021
Q3 | $689K | Buy |
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|
2021
Q2 | $558K | Buy |
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|
2021
Q1 | $320K | Buy |
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