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 |
|