Diversified Trust’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.54M | Buy |
25,991
+3,100
| +14% | +$423K | 0.08% | 145 |
|
|
2025
Q1 | $1.93M | Buy |
22,891
+2,026
| +10% | +$171K | 0.05% | 216 |
|
|
2024
Q4 | $1.58M | Sell |
20,865
-694
| -3% | -$52.5K | 0.04% | 275 |
|
|
2024
Q3 | $802K | Buy |
21,559
+13,652
| +173% | +$508K | 0.02% | 447 |
|
|
2024
Q2 | $200K | Sell |
7,907
-14,764
| -65% | -$374K | 0.01% | 788 |
|
|
2024
Q1 | $522K | Buy |
22,671
+1,669
| +8% | +$38.4K | 0.02% | 498 |
|
|
2023
Q4 | $361K | Buy |
21,002
+2,433
| +13% | +$41.8K | 0.01% | 600 |
|
|
2023
Q3 | $297K | Sell |
18,569
-5,901
| -24% | -$94.4K | 0.01% | 624 |
|
|
2023
Q2 | $375K | Sell |
24,470
-40,841
| -63% | -$626K | 0.01% | 555 |
|
|
2023
Q1 | $552K | Buy |
65,311
+5,196
| +9% | +$43.9K | 0.02% | 431 |
|
|
2022
Q4 | $386K | Buy |
60,115
+1,253
| +2% | +$8.05K | 0.02% | 494 |
|
|
2022
Q3 | $479K | Buy |
58,862
+16,009
| +37% | +$130K | 0.02% | 409 |
|
|
2022
Q2 | $389K | Buy |
42,853
+30,710
| +253% | +$279K | 0.02% | 478 |
|
|
2022
Q1 | $167K | Buy |
12,143
+181
| +2% | +$2.49K | 0.01% | 761 |
|
|
2021
Q4 | $218K | Buy |
11,962
+1,594
| +15% | +$29.1K | 0.01% | 744 |
|
|
2021
Q3 | $249K | Buy |
+10,368
| New | +$249K | 0.01% | 655 |
|