Estate Counselors’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.57M | Sell |
33,550
-17,825
| -35% | -$2.43M | 0.45% | 31 |
|
2025
Q1 | $4.34M | Sell |
51,375
-95,520
| -65% | -$8.06M | 0.45% | 30 |
|
2024
Q4 | $11.1M | Sell |
146,895
-1,510
| -1% | -$114K | 1.19% | 9 |
|
2024
Q3 | $5.52M | Buy |
148,405
+114,150
| +333% | +$4.25M | 0.57% | 22 |
|
2024
Q2 | $868K | Hold |
34,255
| – | – | 0.1% | 93 |
|
2024
Q1 | $788K | Buy |
34,255
+1,445
| +4% | +$33.2K | 0.09% | 91 |
|
2023
Q4 | $563K | Buy |
+32,810
| New | +$563K | 0.07% | 105 |
|