EWA
Evolution Wealth Advisors’s Palantir PLTR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.19M | Buy |
60,095
+535
| +0.9% | +$72.9K | 1.2% | 19 |
|
2025
Q1 | $5.03M | Sell |
59,560
-9,422
| -14% | -$795K | 0.84% | 23 |
|
2024
Q4 | $5.22M | Buy |
68,982
+19,715
| +40% | +$1.49M | 0.87% | 23 |
|
2024
Q3 | $1.83M | Sell |
49,267
-23,877
| -33% | -$888K | 0.33% | 49 |
|
2024
Q2 | $1.85M | Buy |
73,144
+360
| +0.5% | +$9.12K | 0.36% | 47 |
|
2024
Q1 | $1.67M | Buy |
72,784
+21,527
| +42% | +$495K | 0.32% | 47 |
|
2023
Q4 | $880K | Sell |
51,257
-579
| -1% | -$9.94K | 0.18% | 60 |
|
2023
Q3 | $829K | Buy |
51,836
+7,896
| +18% | +$126K | 0.19% | 58 |
|
2023
Q2 | $674K | Buy |
43,940
+315
| +0.7% | +$4.83K | 0.15% | 61 |
|
2023
Q1 | $369K | Sell |
43,625
-78,589
| -64% | -$664K | 0.09% | 80 |
|
2022
Q4 | $785K | Sell |
122,214
-67,136
| -35% | -$431K | 0.2% | 56 |
|
2022
Q3 | $1.54M | Buy |
189,350
+11,009
| +6% | +$89.5K | 0.42% | 39 |
|
2022
Q2 | $1.62M | Buy |
178,341
+1,987
| +1% | +$18K | 0.41% | 41 |
|
2022
Q1 | $2.42M | Buy |
+176,354
| New | +$2.42M | 0.5% | 35 |
|
2021
Q2 | – | Sell |
-394
| Closed | -$9K | – | 660 |
|
2021
Q1 | $9K | Buy |
394
+284
| +258% | +$6.49K | ﹤0.01% | 431 |
|
2020
Q4 | $3K | Buy |
+110
| New | +$3K | ﹤0.01% | 533 |
|