EP Wealth Advisors’s Palantir PLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.89M | Buy |
28,535
+4,746
| +20% | +$647K | 0.03% | 300 |
|
|
2025
Q1 | $2.01M | Sell |
23,789
-5,170
| -18% | -$436K | 0.02% | 368 |
|
|
2024
Q4 | $2.19M | Buy |
28,959
+8,886
| +44% | +$672K | 0.02% | 341 |
|
|
2024
Q3 | $747K | Buy |
20,073
+2,941
| +17% | +$109K | 0.01% | 574 |
|
|
2024
Q2 | $434K | Buy |
17,132
+2,896
| +20% | +$73.4K | ﹤0.01% | 567 |
|
|
2024
Q1 | $328K | Sell |
14,236
-2,280
| -14% | -$52.5K | ﹤0.01% | 603 |
|
|
2023
Q4 | $284K | Buy |
16,516
+3,316
| +25% | +$56.9K | ﹤0.01% | 630 |
|
|
2023
Q3 | $211K | Buy |
13,200
+3,183
| +32% | +$50.9K | ﹤0.01% | 653 |
|
|
2023
Q2 | $209K | Sell |
10,017
-245
| -2% | -$5.11K | ﹤0.01% | 646 |
|
|
2023
Q1 | $1.28M | Sell |
10,262
-838
| -8% | -$105K | 0.02% | 278 |
|
|
2022
Q4 | $71.3K | Sell |
11,100
-983
| -8% | -$6.31K | ﹤0.01% | 606 |
|
|
2022
Q3 | $98K | Buy |
+12,083
| New | +$98K | ﹤0.01% | 321 |
|