Avondale Wealth Management’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.7M | Sell |
12,500
-2,840
| -19% | -$387K | 0.95% | 18 |
|
2025
Q1 | $1.29M | Sell |
15,340
-500
| -3% | -$42.2K | 0.81% | 20 |
|
2024
Q4 | $1.2M | Buy |
15,840
+340
| +2% | +$25.7K | 0.77% | 20 |
|
2024
Q3 | $577K | Hold |
15,500
| – | – | 0.37% | 29 |
|
2024
Q2 | $393K | Sell |
15,500
-1,500
| -9% | -$38K | 0.27% | 35 |
|
2024
Q1 | $391K | Buy |
17,000
+11,500
| +209% | +$265K | 0.27% | 33 |
|
2023
Q4 | $94.4K | Hold |
5,500
| – | – | 0.08% | 61 |
|
2023
Q3 | $88K | Buy |
5,500
+2,000
| +57% | +$32K | 0.08% | 65 |
|
2023
Q2 | $53.7K | Sell |
3,500
-1,250
| -26% | -$19.2K | 0.05% | 75 |
|
2023
Q1 | $40.1K | Sell |
4,750
-5,000
| -51% | -$42.3K | 0.03% | 86 |
|
2022
Q4 | $62.6K | Buy |
9,750
+3,250
| +50% | +$20.9K | 0.05% | 70 |
|
2022
Q3 | $53K | Buy |
+6,500
| New | +$53K | 0.06% | 71 |
|
2022
Q1 | – | Sell |
-6,250
| Closed | -$114K | – | 126 |
|
2021
Q4 | $114K | Buy |
6,250
+4,750
| +317% | +$86.6K | 0.12% | 53 |
|
2021
Q3 | $36K | Hold |
1,500
| – | – | 0.04% | 78 |
|
2021
Q2 | $40K | Sell |
1,500
-7,500
| -83% | -$200K | 0.04% | 78 |
|
2021
Q1 | $210K | Buy |
+9,000
| New | +$210K | 0.21% | 40 |
|