CreativeOne Wealth’s Palantir PLTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$13.5M Buy
99,271
+14,887
+18% +$2.03M 0.35% 56
2025
Q1
$7.12M Buy
84,384
+37,482
+80% +$3.16M 0.21% 97
2024
Q4
$3.55M Buy
46,902
+18,241
+64% +$1.38M 0.11% 179
2024
Q3
$1.07M Buy
28,661
+13,644
+91% +$508K 0.04% 416
2024
Q2
$380K Sell
15,017
-1,115
-7% -$28.2K 0.02% 551
2024
Q1
$371K Buy
+16,132
New +$371K 0.01% 659
2023
Q3
Sell
-16,575
Closed -$254K 759
2023
Q2
$254K Buy
16,575
+5,238
+46% +$80.3K 0.01% 696
2023
Q1
$96K Buy
11,337
+109
+1% +$923 ﹤0.01% 778
2022
Q4
$72K Sell
11,228
-11,630
-51% -$74.6K ﹤0.01% 722
2022
Q3
$186K Sell
22,858
-3,029
-12% -$24.6K 0.01% 670
2022
Q2
$235K Sell
25,887
-2,109
-8% -$19.1K 0.01% 630
2022
Q1
$384K Buy
+27,996
New +$384K 0.02% 509
2021
Q1
Sell
-10,829
Closed -$255K 592
2020
Q4
$255K Buy
+10,829
New +$255K 0.02% 416