Claro Advisors’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $935K | Sell |
6,860
-5,630
| -45% | -$767K | 0.15% | 125 |
|
|
2025
Q1 | $1.05M | Sell |
12,490
-2,221
| -15% | -$187K | 0.14% | 136 |
|
|
2024
Q4 | $1.11M | Sell |
14,711
-3,461
| -19% | -$262K | 0.15% | 124 |
|
|
2024
Q3 | $676K | Buy |
18,172
+596
| +3% | +$22.2K | 0.09% | 222 |
|
|
2024
Q2 | $445K | Buy |
17,576
+2,178
| +14% | +$55.2K | 0.07% | 247 |
|
|
2024
Q1 | $354K | Buy |
15,398
+2,346
| +18% | +$54K | 0.06% | 289 |
|
|
2023
Q4 | $224K | Sell |
13,052
-145
| -1% | -$2.49K | 0.05% | 350 |
|
|
2023
Q3 | $211K | Buy |
13,197
+281
| +2% | +$4.5K | 0.05% | 335 |
|
|
2023
Q2 | $198K | Sell |
12,916
-48
| -0.4% | -$736 | 0.05% | 353 |
|
|
2023
Q1 | $110K | Buy |
12,964
+231
| +2% | +$1.95K | 0.03% | 341 |
|
|
2022
Q4 | $81.7K | Sell |
12,733
-7,067
| -36% | -$45.4K | 0.03% | 311 |
|
|
2022
Q3 | $180K | Buy |
+19,800
| New | +$180K | 0.07% | 253 |
|
|
2022
Q2 | – | Sell |
-22,025
| Closed | -$401K | – | 307 |
|
|
2022
Q1 | $401K | Hold |
22,025
| – | – | 0.14% | 160 |
|
|
2021
Q4 | $401K | Buy |
22,025
+2,293
| +12% | +$41.7K | 0.14% | 160 |
|
|
2021
Q3 | $474K | Sell |
19,732
-162
| -0.8% | -$3.89K | 0.2% | 137 |
|
|
2021
Q2 | $524K | Sell |
19,894
-360
| -2% | -$9.48K | 0.24% | 122 |
|
|
2021
Q1 | $472K | Sell |
20,254
-2,646
| -12% | -$61.7K | 0.24% | 120 |
|
|
2020
Q4 | $539K | Buy |
22,900
+573
| +3% | +$13.5K | 0.29% | 100 |
|
|
2020
Q3 | $212K | Buy |
+22,327
| New | +$212K | 0.13% | 179 |
|