Evercore Wealth Management’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
$4.55M Sell
2025
Q1
$2.98M Sell
2024
Q4
$2.89M Hold
2024
Q3
$1.42M Hold
2024
Q2
$967K Buy
2024
Q1
$744K Buy
2023
Q4
$534K Sell
2023
Q3
$498K Buy
2023
Q2
$477K Buy
2021
Q4
Sell
2021
Q3
$625K Buy