Bay Harbor 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 | $106K | Buy |
779
+66
| +9% | +$9K | 0.03% | 76 |
|
|
2025
Q1 | $60.2K | Buy |
713
+24
| +3% | +$2.03K | 0.02% | 102 |
|
|
2024
Q4 | $52.1K | Hold |
689
| – | – | 0.02% | 101 |
|
|
2024
Q3 | $25.6K | Hold |
689
| – | – | 0.01% | 111 |
|
|
2024
Q2 | $17.5K | Hold |
689
| – | – | 0.01% | 111 |
|
|
2024
Q1 | $15.9K | Hold |
689
| – | – | 0.01% | 114 |
|
|
2023
Q4 | $11.8K | Hold |
689
| – | – | ﹤0.01% | 113 |
|
|
2023
Q3 | $11K | Hold |
689
| – | – | ﹤0.01% | 109 |
|
|
2023
Q2 | $10.6K | Hold |
689
| – | – | ﹤0.01% | 110 |
|
|
2023
Q1 | $5.82K | Hold |
689
| – | – | ﹤0.01% | 119 |
|
|
2022
Q4 | $4K | Hold |
689
| – | – | ﹤0.01% | 147 |
|
|
2022
Q3 | $6K | Hold |
689
| – | – | ﹤0.01% | 145 |
|
|
2022
Q2 | $6K | Hold |
689
| – | – | ﹤0.01% | 143 |
|
|
2022
Q1 | $9K | Buy |
+689
| New | +$9K | ﹤0.01% | 139 |
|
|
2021
Q1 | – | Sell |
-499
| Closed | -$12K | – | 372 |
|
|
2020
Q4 | $12K | Buy |
+499
| New | +$12K | 0.01% | 222 |
|