Everhart Financial Group’s Palantir PLTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.31M Sell
24,283
-107
-0.4% -$14.6K 0.38% 38
2025
Q1
$2.06M Buy
24,390
+649
+3% +$54.8K 0.28% 46
2024
Q4
$1.8M Buy
23,741
+3,961
+20% +$300K 0.37% 49
2024
Q3
$736K Buy
19,780
+3,707
+23% +$138K 0.16% 143
2024
Q2
$407K Buy
16,073
+912
+6% +$23.1K 0.11% 189
2024
Q1
$349K Buy
15,161
+2,431
+19% +$55.9K 0.1% 198
2023
Q4
$219K Buy
12,730
+734
+6% +$12.6K 0.08% 226
2023
Q3
$192K Buy
11,996
+376
+3% +$6.02K 0.08% 209
2023
Q2
$178K Buy
+11,620
New +$178K 0.07% 213
2022
Q4
Sell
-12,712
Closed -$104K 218
2022
Q3
$104K Buy
+12,712
New +$104K 0.06% 198