EWM
Edge Wealth Management’s Palantir PLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $659K | Sell |
4,835
-1,419
| -23% | -$194K | 0.13% | 42 |
|
|
2025
Q1 | $528K | Sell |
6,254
-4,889
| -44% | -$413K | 0.11% | 48 |
|
|
2024
Q4 | $843K | Sell |
11,143
-3,007
| -21% | -$227K | 0.17% | 38 |
|
|
2024
Q3 | $526K | Hold |
14,150
| – | – | 0.11% | 48 |
|
|
2024
Q2 | $358K | Buy |
14,150
+50
| +0.4% | +$1.27K | 0.08% | 54 |
|
|
2024
Q1 | $324K | Sell |
14,100
-3,377
| -19% | -$77.7K | 0.07% | 59 |
|
|
2023
Q4 | $300K | Sell |
17,477
-50
| -0.3% | -$858 | 0.07% | 58 |
|
|
2023
Q3 | $280K | Buy |
17,527
+5,768
| +49% | +$92.3K | 0.07% | 58 |
|
|
2023
Q2 | $180K | Sell |
11,759
-773
| -6% | -$11.9K | 0.04% | 69 |
|
|
2023
Q1 | $106K | Sell |
12,532
-1,211
| -9% | -$10.2K | 0.02% | 71 |
|
|
2022
Q4 | $86.4K | Sell |
13,743
-5,766
| -30% | -$36.2K | 0.02% | 81 |
|
|
2022
Q3 | $163K | Sell |
19,509
-600
| -3% | -$5.01K | 0.04% | 72 |
|
|
2022
Q2 | $182K | Hold |
20,109
| – | – | 0.04% | 78 |
|
|
2022
Q1 | $276K | Buy |
20,109
+10,220
| +103% | +$140K | 0.05% | 69 |
|
|
2021
Q4 | $180K | Buy |
9,889
+2,103
| +27% | +$38.3K | 0.03% | 95 |
|
|
2021
Q3 | $187K | Sell |
7,786
-6
| -0.1% | -$144 | 0.04% | 91 |
|
|
2021
Q2 | $207K | Buy |
7,792
+306
| +4% | +$8.13K | 0.04% | 91 |
|
|
2021
Q1 | $174K | Buy |
7,486
+2,477
| +49% | +$57.6K | 0.04% | 98 |
|
|
2020
Q4 | $119K | Buy |
5,009
+1,009
| +25% | +$24K | 0.03% | 114 |
|
|
2020
Q3 | $38K | Buy |
+4,000
| New | +$38K | 0.01% | 221 |
|