CA
Clearstead Advisors’s Palantir PLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 2842 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 2284 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 2168 |
|
|
2024
Q3 | – | Sell |
-553,863
| Closed | -$14M | – | 2095 |
|
|
2024
Q2 | $14M | Buy |
553,863
+536,515
| +3,093% | +$13.6M | 0.24% | 88 |
|
|
2024
Q1 | $363K | Buy |
17,348
+8,394
| +94% | +$176K | 0.02% | 363 |
|
|
2023
Q4 | $154K | Sell |
8,954
-6,954
| -44% | -$119K | 0.01% | 495 |
|
|
2023
Q3 | $255K | Buy |
15,908
+7,954
| +100% | +$127K | 0.01% | 517 |
|
|
2023
Q2 | $122K | Sell |
7,954
-4,030
| -34% | -$61.8K | 0.01% | 528 |
|
|
2023
Q1 | $101K | Sell |
11,984
-498
| -4% | -$4.21K | 0.01% | 505 |
|
|
2022
Q4 | $80.1K | Sell |
12,482
-100
| -0.8% | -$642 | 0.01% | 539 |
|
|
2022
Q3 | $102K | Sell |
12,582
-132
| -1% | -$1.07K | 0.01% | 471 |
|
|
2022
Q2 | $115K | Buy |
12,714
+730
| +6% | +$6.6K | 0.01% | 473 |
|
|
2022
Q1 | $165K | Sell |
11,984
-925
| -7% | -$12.7K | 0.01% | 441 |
|
|
2021
Q4 | $235K | Buy |
12,909
+124
| +1% | +$2.26K | 0.02% | 363 |
|
|
2021
Q3 | $307K | Buy |
12,785
+68
| +0.5% | +$1.63K | 0.02% | 307 |
|
|
2021
Q2 | $335K | Hold |
12,717
| – | – | 0.03% | 273 |
|
|
2021
Q1 | $296K | Buy |
12,717
+12,234
| +2,533% | +$285K | 0.02% | 283 |
|
|
2020
Q4 | $11K | Buy |
483
+433
| +866% | +$9.86K | ﹤0.01% | 709 |
|
|
2020
Q3 | $0 | Buy |
+50
| New | – | ﹤0.01% | 921 |
|