Baker Tilly 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 | $3.01M | Buy |
22,084
+260
| +1% | +$35.4K | 1.08% | 19 |
|
|
2025
Q1 | $1.84M | Buy |
21,824
+217
| +1% | +$18.3K | 0.72% | 23 |
|
|
2024
Q4 | $1.63M | Buy |
21,607
+1,473
| +7% | +$111K | 0.64% | 31 |
|
|
2024
Q3 | $749K | Buy |
20,134
+23
| +0.1% | +$856 | 0.33% | 76 |
|
|
2024
Q2 | $509K | Buy |
20,111
+13
| +0.1% | +$329 | 0.21% | 118 |
|
|
2024
Q1 | $462K | Sell |
20,098
-16
| -0.1% | -$368 | 0.08% | 273 |
|
|
2023
Q4 | $345K | Buy |
20,114
+17
| +0.1% | +$292 | 0.06% | 368 |
|
|
2023
Q3 | $322K | Buy |
+20,097
| New | +$322K | 0.05% | 354 |
|