Financial Synergies 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 | – | Sell |
-4,353
| Closed | -$367K | – | 92 |
|
|
2025
Q1 | $367K | Sell |
4,353
-524
| -11% | -$44.2K | 0.04% | 64 |
|
|
2024
Q4 | $369K | Buy |
+4,877
| New | +$369K | 0.05% | 60 |
|
|
2024
Q2 | – | Sell |
-3
| Closed | -$70 | – | 356 |
|
|
2024
Q1 | $70 | Buy |
+3
| New | +$70 | ﹤0.01% | 500 |
|
|
2022
Q3 | – | Sell |
-100
| Closed | -$907 | – | 509 |
|
|
2022
Q2 | $907 | Buy |
+100
| New | +$907 | ﹤0.01% | 317 |
|