Fragasso Financial 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 | $1.59M | Buy |
11,633
+738
| +7% | +$101K | 0.11% | 98 |
|
|
2025
Q1 | $920K | Buy |
10,895
+708
| +7% | +$59.8K | 0.07% | 134 |
|
|
2024
Q4 | $770K | Buy |
10,187
+3,783
| +59% | +$286K | 0.06% | 137 |
|
|
2024
Q3 | $238K | Buy |
+6,404
| New | +$238K | 0.02% | 239 |
|
|
2023
Q3 | – | Sell |
-10,370
| Closed | -$159K | – | 238 |
|
|
2023
Q2 | $159K | Buy |
+10,370
| New | +$159K | 0.02% | 234 |
|
|
2022
Q4 | – | Sell |
-10,020
| Closed | -$81K | – | 214 |
|
|
2022
Q3 | $81K | Sell |
10,020
-2,481
| -20% | -$20.1K | 0.01% | 178 |
|
|
2022
Q2 | $113K | Sell |
12,501
-186,284
| -94% | -$1.68M | 0.02% | 182 |
|
|
2022
Q1 | $2.73M | Buy |
198,785
+76,211
| +62% | +$1.05M | 0.32% | 46 |
|
|
2021
Q4 | $2.23M | Sell |
122,574
-8,146
| -6% | -$148K | 0.26% | 54 |
|
|
2021
Q3 | $3.14M | Buy |
130,720
+76,880
| +143% | +$1.85M | 0.42% | 45 |
|
|
2021
Q2 | $1.42M | Buy |
53,840
+8,472
| +19% | +$223K | 0.19% | 60 |
|
|
2021
Q1 | $1.06M | Buy |
45,368
+3,261
| +8% | +$76K | 0.15% | 72 |
|
|
2020
Q4 | $992K | Buy |
+42,107
| New | +$992K | 0.15% | 68 |
|