Glass Jacobson Investment 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 | $897K | Sell |
6,581
-931
| -12% | -$127K | 0.35% | 86 |
|
|
2025
Q1 | $568K | Hold |
7,512
| – | – | 0.19% | 131 |
|
|
2024
Q4 | $568K | Sell |
7,512
-277
| -4% | -$21K | 0.19% | 131 |
|
|
2024
Q3 | $290K | Buy |
7,789
+5,619
| +259% | +$209K | 0.1% | 193 |
|
|
2024
Q2 | $55K | Hold |
2,170
| – | – | 0.02% | 328 |
|
|
2024
Q1 | $49.9K | Hold |
2,170
| – | – | 0.02% | 349 |
|
|
2023
Q4 | $37.3K | Hold |
2,170
| – | – | 0.02% | 365 |
|
|
2023
Q3 | $34.7K | Buy |
+2,170
| New | +$34.7K | 0.02% | 357 |
|
|
2022
Q4 | $1.28K | Buy |
+200
| New | +$1.28K | ﹤0.01% | 710 |
|