Bogart Wealth LLC’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $494K | Sell |
3,627
-73
| -2% | -$9.95K | 0.02% | 160 |
|
|
2025
Q1 | $312K | Buy |
3,700
+496
| +15% | +$41.9K | 0.01% | 188 |
|
|
2024
Q4 | $242K | Buy |
3,204
+1,735
| +118% | +$131K | 0.01% | 204 |
|
|
2024
Q3 | $54.6K | Buy |
1,469
+69
| +5% | +$2.57K | ﹤0.01% | 396 |
|
|
2024
Q2 | $35.5K | Buy |
1,400
+15
| +1% | +$380 | ﹤0.01% | 457 |
|
|
2024
Q1 | $31.9K | Buy |
1,385
+1,065
| +333% | +$24.5K | ﹤0.01% | 446 |
|
|
2023
Q4 | $5.49K | Buy |
320
+120
| +60% | +$2.06K | ﹤0.01% | 727 |
|
|
2023
Q3 | $3.2K | Hold |
200
| – | – | ﹤0.01% | 815 |
|
|
2023
Q2 | $3.07K | Hold |
200
| – | – | ﹤0.01% | 816 |
|
|
2023
Q1 | $1.69K | Sell |
200
-196
| -49% | -$1.66K | ﹤0.01% | 928 |
|
|
2022
Q4 | $2.54K | Sell |
396
-380
| -49% | -$2.44K | ﹤0.01% | 776 |
|
|
2022
Q3 | $6K | Buy |
776
+306
| +65% | +$2.37K | ﹤0.01% | 662 |
|
|
2022
Q2 | $4K | Buy |
470
+50
| +12% | +$426 | ﹤0.01% | 690 |
|
|
2022
Q1 | $6K | Buy |
420
+50
| +14% | +$714 | ﹤0.01% | 555 |
|
|
2021
Q4 | $7K | Hold |
370
| – | – | ﹤0.01% | 517 |
|
|
2021
Q3 | $9K | Buy |
370
+146
| +65% | +$3.55K | ﹤0.01% | 473 |
|
|
2021
Q2 | $6K | Buy |
224
+50
| +29% | +$1.34K | ﹤0.01% | 501 |
|
|
2021
Q1 | $4K | Buy |
+174
| New | +$4K | ﹤0.01% | 503 |
|