Endowment Wealth Management’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $741K | Buy |
5,439
+27
| +0.5% | +$3.68K | 0.38% | 57 |
|
|
2025
Q1 | $457K | Sell |
5,412
-1,019
| -16% | -$86K | 0.29% | 70 |
|
|
2024
Q4 | $486K | Sell |
6,431
-147,704
| -96% | -$11.2M | 0.33% | 67 |
|
|
2024
Q3 | $5.73M | Buy |
154,135
+10
| +0% | +$372 | 3.77% | 5 |
|
|
2024
Q2 | $3.9M | Buy |
154,125
+14
| +0% | +$355 | 2.84% | 7 |
|
|
2024
Q1 | $3.55M | Sell |
154,111
-18,081
| -11% | -$416K | 2.66% | 7 |
|
|
2023
Q4 | $2.96M | Sell |
172,192
-16,537
| -9% | -$284K | 2.46% | 8 |
|
|
2023
Q3 | $3.02M | Hold |
188,729
| – | – | 2.71% | 5 |
|
|
2023
Q2 | $2.89M | Sell |
188,729
-12,817
| -6% | -$196K | 2.65% | 6 |
|
|
2023
Q1 | $1.7M | Hold |
201,546
| – | – | 1.71% | 13 |
|
|
2022
Q4 | $1.29M | Buy |
201,546
+1,000
| +0.5% | +$6.42K | 1.42% | 16 |
|
|
2022
Q3 | $1.63M | Hold |
200,546
| – | – | 1.98% | 11 |
|
|
2022
Q2 | $1.82M | Hold |
200,546
| – | – | 2.19% | 10 |
|
|
2022
Q1 | $2.75M | Buy |
200,546
+56
| +0% | +$769 | 2.89% | 8 |
|
|
2021
Q4 | $3.65M | Buy |
+200,490
| New | +$3.65M | 3.69% | 6 |
|