Exencial Wealth Advisors’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.03M | Buy |
22,251
+528
| +2% | +$72K | 0.11% | 177 |
|
|
2025
Q1 | $1.83M | Buy |
21,723
+4,548
| +26% | +$384K | 0.07% | 223 |
|
|
2024
Q4 | $1.3M | Buy |
17,175
+1,189
| +7% | +$89.9K | 0.05% | 252 |
|
|
2024
Q3 | $595K | Sell |
15,986
-347
| -2% | -$12.9K | 0.02% | 331 |
|
|
2024
Q2 | $414K | Buy |
16,333
+334
| +2% | +$8.46K | 0.02% | 376 |
|
|
2024
Q1 | $368K | Sell |
15,999
-418
| -3% | -$9.62K | 0.01% | 407 |
|
|
2023
Q4 | $282K | Buy |
16,417
+644
| +4% | +$11.1K | 0.01% | 421 |
|
|
2023
Q3 | $252K | Sell |
15,773
-657
| -4% | -$10.5K | 0.01% | 377 |
|
|
2023
Q2 | $252K | Buy |
16,430
+97
| +0.6% | +$1.49K | 0.01% | 392 |
|
|
2023
Q1 | $138K | Sell |
16,333
-43
| -0.3% | -$363 | 0.01% | 406 |
|
|
2022
Q4 | $105K | Buy |
16,376
+211
| +1% | +$1.36K | 0.01% | 412 |
|
|
2022
Q3 | $131K | Buy |
16,165
+28
| +0.2% | +$227 | 0.01% | 410 |
|
|
2022
Q2 | $146K | Buy |
16,137
+503
| +3% | +$4.55K | 0.01% | 410 |
|
|
2022
Q1 | $215K | Buy |
15,634
+201
| +1% | +$2.76K | 0.01% | 417 |
|
|
2021
Q4 | $281K | Sell |
15,433
-12,294
| -44% | -$224K | 0.01% | 398 |
|
|
2021
Q3 | $666K | Buy |
27,727
+11,316
| +69% | +$272K | 0.03% | 222 |
|
|
2021
Q2 | $433K | Buy |
16,411
+1,200
| +8% | +$31.7K | 0.02% | 332 |
|
|
2021
Q1 | $354K | Buy |
15,211
+3,096
| +26% | +$72.1K | 0.02% | 328 |
|
|
2020
Q4 | $285K | Buy |
+12,115
| New | +$285K | 0.02% | 314 |
|