Avidian Wealth Enterprises’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.79M | Buy |
20,457
+2,707
| +15% | +$369K | 0.11% | 98 |
|
|
2025
Q1 | $1.5M | Buy |
17,750
+175
| +1% | +$14.8K | 0.07% | 156 |
|
|
2024
Q4 | $1.33M | Buy |
17,575
+4,977
| +40% | +$376K | 0.06% | 156 |
|
|
2024
Q3 | $469K | Buy |
+12,598
| New | +$469K | 0.02% | 306 |
|
|
2021
Q4 | – | Sell |
-8,432
| Closed | -$203K | – | 532 |
|
|
2021
Q3 | $203K | Sell |
8,432
-27,704
| -77% | -$667K | 0.02% | 348 |
|
|
2021
Q2 | $953K | Buy |
36,136
+4,450
| +14% | +$117K | 0.07% | 136 |
|
|
2021
Q1 | $738K | Buy |
+31,686
| New | +$738K | 0.06% | 155 |
|