Bartlett & Co 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 | $276K | Buy |
2,028
+789
| +64% | +$108K | ﹤0.01% | 404 |
|
|
2025
Q1 | $105K | Buy |
1,239
+389
| +46% | +$32.8K | ﹤0.01% | 538 |
|
|
2024
Q4 | $64.3K | Sell |
850
-300
| -26% | -$22.7K | ﹤0.01% | 602 |
|
|
2024
Q3 | $42.8K | Hold |
1,150
| – | – | ﹤0.01% | 684 |
|
|
2024
Q2 | $29.1K | Sell |
1,150
-3,850
| -77% | -$97.5K | ﹤0.01% | 760 |
|
|
2024
Q1 | $115K | Buy |
5,000
+3,000
| +150% | +$69K | ﹤0.01% | 528 |
|
|
2023
Q4 | $35.1K | Buy |
2,000
+1,300
| +186% | +$22.8K | ﹤0.01% | 762 |
|
|
2023
Q3 | $11.2K | Buy |
+700
| New | +$11.2K | ﹤0.01% | 915 |
|
|
2021
Q4 | – | Sell |
-100
| Closed | -$2.4K | – | 752 |
|
|
2021
Q3 | $2.4K | Buy |
+100
| New | +$2.4K | ﹤0.01% | 848 |
|