CarsonAllaria 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
$24.4K Buy
179
+119
+198% +$16.2K 0.01% 181
2025
Q1
$5.06K Sell
60
-910
-94% -$76.8K ﹤0.01% 290
2024
Q4
$73.4K Sell
970
-196
-17% -$14.8K 0.04% 115
2024
Q3
$43.4K Sell
1,166
-18
-2% -$670 0.02% 135
2024
Q2
$30K Buy
1,184
+41
+4% +$1.04K 0.02% 153
2024
Q1
$26.3K Sell
1,143
-1,129
-50% -$26K 0.02% 171
2023
Q4
$39K Sell
2,272
-383
-14% -$6.58K 0.03% 128
2023
Q3
$42.5K Sell
2,655
-261
-9% -$4.18K 0.03% 117
2023
Q2
$44.7K Sell
2,916
-100
-3% -$1.53K 0.04% 115
2023
Q1
$25.5K Buy
3,016
+500
+20% +$4.23K 0.02% 147
2022
Q4
$16K Sell
2,516
-21
-0.8% -$134 0.01% 165
2022
Q3
$21K Sell
2,537
-77
-3% -$637 0.02% 142
2022
Q2
$24K Hold
2,614
0.02% 137
2022
Q1
$36K Buy
2,614
+102
+4% +$1.41K 0.03% 121
2021
Q4
$46K Buy
+2,512
New +$46K 0.04% 121