Exencial Wealth Advisors’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.32M | Sell |
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|
2025
Q2 | $3.03M | Buy |
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|
2025
Q1 | $1.83M | Buy |
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|
2024
Q4 | $1.3M | Buy |
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|
2024
Q3 | $595K | Sell |
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|
2024
Q2 | $414K | Buy |
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|
2024
Q1 | $368K | Sell |
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|
2023
Q4 | $282K | Buy |
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|
2023
Q3 | $252K | Sell |
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|
2023
Q2 | $252K | Buy |
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|
2023
Q1 | $138K | Sell |
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|
2022
Q4 | $105K | Buy |
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|
2022
Q3 | $131K | Buy |
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|
2022
Q2 | $146K | Buy |
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|
2022
Q1 | $215K | Buy |
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|
2021
Q4 | $281K | Sell |
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|
2021
Q3 | $666K | Buy |
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|
2021
Q2 | $433K | Buy |
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|
2021
Q1 | $354K | Buy |
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|
2020
Q4 | $285K | Buy |
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