Circle 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 | $6.5M | Sell |
47,680
-1,252
| -3% | -$171K | 0.14% | 41 |
|
|
2025
Q1 | $4.13M | Sell |
48,932
-31,829
| -39% | -$2.69M | 0.09% | 44 |
|
|
2024
Q4 | $6.11M | Sell |
80,761
-16,265
| -17% | -$1.23M | 0.13% | 41 |
|
|
2024
Q3 | $3.61M | Sell |
97,026
-19,855
| -17% | -$739K | 0.08% | 54 |
|
|
2024
Q2 | $2.96M | Buy |
116,881
+80
| +0.1% | +$2.03K | 0.07% | 54 |
|
|
2024
Q1 | $2.69M | Buy |
116,801
+2,173
| +2% | +$50K | 0.07% | 61 |
|
|
2023
Q4 | $1.97M | Buy |
114,628
+12,145
| +12% | +$209K | 0.05% | 66 |
|
|
2023
Q3 | $1.64M | Sell |
102,483
-12,900
| -11% | -$206K | 0.04% | 71 |
|
|
2023
Q2 | $1.77M | Hold |
115,383
| – | – | 0.23% | 39 |
|
|
2023
Q1 | $975K | Sell |
115,383
-70,772
| -38% | -$598K | 0.14% | 53 |
|
|
2022
Q4 | $1.2M | Buy |
186,155
+3,400
| +2% | +$21.8K | 0.18% | 48 |
|
|
2022
Q3 | $1.49M | Buy |
182,755
+5,400
| +3% | +$43.9K | 0.25% | 42 |
|
|
2022
Q2 | $1.61M | Buy |
177,355
+79,355
| +81% | +$720K | 0.26% | 41 |
|
|
2022
Q1 | $1.35M | Buy |
98,000
+19,380
| +25% | +$266K | 0.18% | 52 |
|
|
2021
Q4 | $1.43M | Buy |
78,620
+17,500
| +29% | +$319K | 0.19% | 53 |
|
|
2021
Q3 | $1.47M | Hold |
61,120
| – | – | 0.21% | 51 |
|
|
2021
Q2 | $1.61M | Buy |
61,120
+14,400
| +31% | +$380K | 0.23% | 48 |
|
|
2021
Q1 | $1.09M | Buy |
+46,720
| New | +$1.09M | 0.17% | 60 |
|