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 |
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2025
Q1 | $2.98M | Sell |
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2024
Q4 | $2.89M | Hold |
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2024
Q3 | $1.42M | Hold |
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2024
Q2 | $967K | Buy |
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2024
Q1 | $744K | Buy |
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2023
Q4 | $534K | Sell |
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2023
Q3 | $498K | Buy |
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2023
Q2 | $477K | Buy |
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2021
Q4 | – | Sell |
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2021
Q3 | $625K | Buy |
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