EP Wealth Advisors’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.89M | Buy |
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|
2025
Q1 | $2.01M | Sell |
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|
2024
Q4 | $2.19M | Buy |
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|
2024
Q3 | $747K | Buy |
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|
2024
Q2 | $434K | Buy |
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|
2024
Q1 | $328K | Sell |
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|
2023
Q4 | $284K | Buy |
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|
2023
Q3 | $211K | Buy |
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|
2023
Q2 | $209K | Sell |
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|
2023
Q1 | $1.28M | Sell |
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|
2022
Q4 | $71.3K | Sell |
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|
2022
Q3 | $98K | Buy |
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