Creative Planning’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $66.1M | Buy |
484,616
+46,673
| +11% | +$6.36M | 0.06% | 138 |
|
2025
Q1 | $37M | Sell |
437,943
-29,194
| -6% | -$2.46M | 0.03% | 211 |
|
2024
Q4 | $35.3M | Buy |
467,137
+137,452
| +42% | +$10.4M | 0.03% | 193 |
|
2024
Q3 | $12.3M | Sell |
329,685
-7,425
| -2% | -$276K | 0.01% | 384 |
|
2024
Q2 | $8.54M | Buy |
337,110
+24,559
| +8% | +$622K | 0.01% | 455 |
|
2024
Q1 | $7.19M | Sell |
312,551
-114
| -0% | -$2.62K | 0.01% | 499 |
|
2023
Q4 | $5.37M | Buy |
312,665
+55,718
| +22% | +$957K | 0.01% | 546 |
|
2023
Q3 | $4.11M | Buy |
256,947
+85,616
| +50% | +$1.37M | 0.01% | 586 |
|
2023
Q2 | $2.63M | Buy |
171,331
+57,929
| +51% | +$888K | ﹤0.01% | 712 |
|
2023
Q1 | $958K | Buy |
113,402
+16,423
| +17% | +$139K | ﹤0.01% | 1099 |
|
2022
Q4 | $623K | Sell |
96,979
-14,722
| -13% | -$94.5K | ﹤0.01% | 1306 |
|
2022
Q3 | $908K | Buy |
111,701
+137
| +0.1% | +$1.11K | ﹤0.01% | 997 |
|
2022
Q2 | $1.01M | Buy |
111,564
+5,855
| +6% | +$53.1K | ﹤0.01% | 970 |
|
2022
Q1 | $1.45M | Buy |
105,709
+17,808
| +20% | +$245K | ﹤0.01% | 830 |
|
2021
Q4 | $1.6M | Buy |
87,901
+13,856
| +19% | +$252K | ﹤0.01% | 764 |
|
2021
Q3 | $1.78M | Sell |
74,045
-101,777
| -58% | -$2.45M | ﹤0.01% | 719 |
|
2021
Q2 | $4.64M | Sell |
175,822
-139,764
| -44% | -$3.68M | 0.01% | 428 |
|
2021
Q1 | $7.35M | Buy |
315,586
+113,227
| +56% | +$2.64M | 0.01% | 326 |
|
2020
Q4 | $4.77M | Buy |
202,359
+183,394
| +967% | +$4.32M | 0.01% | 381 |
|
2020
Q3 | $180K | Buy |
+18,965
| New | +$180K | ﹤0.01% | 1675 |
|