Financial Perspectives’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $385K | Buy |
2,825
+450
| +19% | +$61.3K | 0.12% | 106 |
|
|
2025
Q1 | $200K | Hold |
2,375
| – | – | 0.07% | 138 |
|
|
2024
Q4 | $180K | Buy |
2,375
+200
| +9% | +$15.1K | 0.06% | 150 |
|
|
2024
Q3 | $80.9K | Hold |
2,175
| – | – | 0.03% | 238 |
|
|
2024
Q2 | $55.1K | Hold |
2,175
| – | – | 0.02% | 267 |
|
|
2024
Q1 | $50K | Hold |
2,175
| – | – | 0.02% | 275 |
|
|
2023
Q4 | $37.3K | Hold |
2,175
| – | – | 0.02% | 303 |
|
|
2023
Q3 | $34.8K | Hold |
2,175
| – | – | 0.02% | 290 |
|
|
2023
Q2 | $33.3K | Hold |
2,175
| – | – | 0.01% | 304 |
|
|
2023
Q1 | $18.4K | Hold |
2,175
| – | – | 0.01% | 366 |
|
|
2022
Q4 | $14K | Hold |
2,175
| – | – | 0.01% | 403 |
|
|
2022
Q3 | $17.7K | Hold |
2,175
| – | – | 0.01% | 363 |
|
|
2022
Q2 | $19.7K | Hold |
2,175
| – | – | 0.01% | 352 |
|
|
2022
Q1 | $29.9K | Hold |
2,175
| – | – | 0.01% | 310 |
|
|
2021
Q4 | $39.6K | Sell |
2,175
-2,905
| -57% | -$52.9K | 0.02% | 266 |
|
|
2021
Q3 | $122K | Hold |
5,080
| – | – | 0.06% | 159 |
|
|
2021
Q2 | $134K | Sell |
5,080
-102,170
| -95% | -$2.69M | 0.07% | 160 |
|
|
2021
Q1 | $4.61M | Buy |
107,250
+105,550
| +6,209% | +$4.53M | 0.23% | 85 |
|
|
2020
Q4 | $40K | Buy |
+1,700
| New | +$40K | 0.02% | 249 |
|