Dynamic Advisor Solutions’s Palantir PLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.65M | Buy |
70,790
+3,204
| +5% | +$437K | 0.3% | 78 |
|
|
2025
Q1 | $5.7M | Sell |
67,586
-1,755
| -3% | -$148K | 0.19% | 129 |
|
|
2024
Q4 | $5.24M | Sell |
69,341
-10,222
| -13% | -$773K | 0.23% | 108 |
|
|
2024
Q3 | $2.96M | Buy |
79,563
+15,270
| +24% | +$568K | 0.09% | 247 |
|
|
2024
Q2 | $1.63M | Buy |
64,293
+6,621
| +11% | +$168K | 0.05% | 339 |
|
|
2024
Q1 | $1.33M | Sell |
57,672
-1,870
| -3% | -$43K | 0.04% | 376 |
|
|
2023
Q4 | $951K | Sell |
59,542
-25,334
| -30% | -$405K | 0.04% | 425 |
|
|
2023
Q3 | $1.36M | Buy |
84,876
+49,775
| +142% | +$796K | 0.06% | 297 |
|
|
2023
Q2 | $538K | Sell |
35,101
-13,340
| -28% | -$205K | 0.03% | 473 |
|
|
2023
Q1 | $409K | Sell |
48,441
-20,193
| -29% | -$171K | 0.02% | 520 |
|
|
2022
Q4 | $328K | Buy |
68,634
+18,951
| +38% | +$90.5K | 0.02% | 534 |
|
|
2022
Q3 | $404K | Buy |
49,683
+4,638
| +10% | +$37.7K | 0.03% | 435 |
|
|
2022
Q2 | $409K | Buy |
45,045
+8,161
| +22% | +$74.1K | 0.03% | 452 |
|
|
2022
Q1 | $506K | Sell |
36,884
-17,641
| -32% | -$242K | 0.04% | 435 |
|
|
2021
Q4 | $993K | Buy |
54,525
+13,162
| +32% | +$240K | 0.07% | 283 |
|
|
2021
Q3 | $994K | Sell |
41,363
-2,587
| -6% | -$62.2K | 0.07% | 289 |
|
|
2021
Q2 | $1.16M | Buy |
43,950
+19,521
| +80% | +$515K | 0.09% | 250 |
|
|
2021
Q1 | $569K | Buy |
24,429
+5,022
| +26% | +$117K | 0.05% | 344 |
|
|
2020
Q4 | $457K | Buy |
+19,407
| New | +$457K | 0.04% | 383 |
|