EWA
EverSource Wealth Advisors’s Palantir PLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.6M | Buy |
180,274
+1,637
| +0.9% | +$223K | 1.11% | 20 |
|
|
2025
Q1 | $15.1M | Sell |
178,637
-45,705
| -20% | -$3.86M | 0.83% | 26 |
|
|
2024
Q4 | $17M | Sell |
224,342
-22,855
| -9% | -$1.73M | 0.95% | 24 |
|
|
2024
Q3 | $9.2M | Sell |
247,197
-34,125
| -12% | -$1.27M | 0.58% | 40 |
|
|
2024
Q2 | $7.56M | Buy |
281,322
+86,483
| +44% | +$2.33M | 0.5% | 47 |
|
|
2024
Q1 | $4.28M | Buy |
194,839
+189,016
| +3,246% | +$4.15M | 0.34% | 70 |
|
|
2023
Q4 | $100K | Buy |
5,823
+3,485
| +149% | +$59.8K | 0.01% | 639 |
|
|
2023
Q3 | $37.4K | Sell |
2,338
-50
| -2% | -$800 | ﹤0.01% | 921 |
|
|
2023
Q2 | $36.6K | Buy |
2,388
+325
| +16% | +$4.98K | ﹤0.01% | 955 |
|
|
2023
Q1 | $17.4K | Buy |
2,063
+813
| +65% | +$6.87K | ﹤0.01% | 1131 |
|
|
2022
Q4 | $8.03K | Buy |
1,250
+533
| +74% | +$3.42K | ﹤0.01% | 1413 |
|
|
2022
Q3 | $5K | Buy |
717
+667
| +1,334% | +$4.65K | ﹤0.01% | 1393 |
|
|
2022
Q2 | $0 | Buy |
+50
| New | – | ﹤0.01% | 1853 |
|