Barnes Pettey Financial Advisors’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $405K | Buy |
2,969
+4
| +0.1% | +$545 | 0.27% | 64 |
|
2025
Q1 | $250K | Buy |
+2,965
| New | +$250K | 0.19% | 83 |
|
2024
Q2 | – | Sell |
-18,889
| Closed | -$435K | – | 99 |
|
2024
Q1 | $435K | Sell |
18,889
-203,316
| -91% | -$4.68M | 0.38% | 52 |
|
2023
Q4 | $3.82M | Sell |
222,205
-9,553
| -4% | -$164K | 3.1% | 7 |
|
2023
Q3 | $3.71M | Sell |
231,758
-10,826
| -4% | -$173K | 3.4% | 3 |
|
2023
Q2 | $3.72M | Buy |
242,584
+1,490
| +0.6% | +$22.8K | 3.22% | 4 |
|
2023
Q1 | $2.04M | Buy |
241,094
+11,904
| +5% | +$101K | 1.95% | 14 |
|
2022
Q4 | $1.47M | Buy |
+229,190
| New | +$1.47M | 1.52% | 22 |
|