Concord Wealth Partners’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $131K | Buy |
960
+287
| +43% | +$39.1K | 0.02% | 244 |
|
|
2025
Q1 | $56.8K | Buy |
673
+146
| +28% | +$12.3K | 0.01% | 303 |
|
|
2024
Q4 | $39.9K | Buy |
527
+300
| +132% | +$22.7K | 0.01% | 364 |
|
|
2024
Q3 | $8.45K | Hold |
227
| – | – | ﹤0.01% | 571 |
|
|
2024
Q2 | $5.75K | Hold |
227
| – | – | ﹤0.01% | 560 |
|
|
2024
Q1 | $5.23K | Buy |
+227
| New | +$5.23K | ﹤0.01% | 651 |
|
|
2023
Q1 | – | Sell |
-21
| Closed | -$135 | – | 1165 |
|
|
2022
Q4 | $135 | Buy |
+21
| New | +$135 | ﹤0.01% | 1216 |
|
|
2022
Q3 | – | Sell |
-100
| Closed | -$1K | – | 863 |
|
|
2022
Q2 | $1K | Sell |
100
-3,441
| -97% | -$34.4K | ﹤0.01% | 1172 |
|
|
2022
Q1 | $49K | Sell |
3,541
-2,128
| -38% | -$29.4K | 0.01% | 447 |
|
|
2021
Q4 | $103K | Buy |
5,669
+4,094
| +260% | +$74.4K | 0.03% | 306 |
|
|
2021
Q3 | $38K | Buy |
1,575
+270
| +21% | +$6.51K | 0.02% | 265 |
|
|
2021
Q2 | $34K | Buy |
+1,305
| New | +$34K | 0.01% | 409 |
|