Global Wealth Management Investment Advisory’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Sell |
2,054
-1,662
| -45% | -$227K | 0.05% | 128 |
|
|
2025
Q1 | $314K | Sell |
3,716
-58
| -2% | -$4.9K | 0.06% | 120 |
|
|
2024
Q4 | $285K | Buy |
+3,774
| New | +$285K | 0.06% | 123 |
|
|
2024
Q1 | – | Sell |
-4,389
| Closed | -$75.4K | – | 354 |
|
|
2023
Q4 | $75.4K | Buy |
4,389
+2,383
| +119% | +$40.9K | 0.02% | 166 |
|
|
2023
Q3 | $32.1K | Sell |
2,006
-200
| -9% | -$3.2K | 0.01% | 217 |
|
|
2023
Q2 | $33.8K | Buy |
+2,206
| New | +$33.8K | 0.01% | 215 |
|
|
2022
Q3 | – | Sell |
-3,806
| Closed | -$35K | – | 380 |
|
|
2022
Q2 | $35K | Sell |
3,806
-300
| -7% | -$2.76K | 0.01% | 203 |
|
|
2022
Q1 | $56K | Sell |
4,106
-3,280
| -44% | -$44.7K | 0.02% | 184 |
|
|
2021
Q4 | $134K | Buy |
7,386
+239
| +3% | +$4.34K | 0.04% | 156 |
|
|
2021
Q3 | $172K | Sell |
7,147
-1,891
| -21% | -$45.5K | 0.05% | 146 |
|
|
2021
Q2 | $238K | Buy |
9,038
+2,089
| +30% | +$55K | 0.08% | 121 |
|
|
2021
Q1 | $162K | Buy |
6,949
+3,684
| +113% | +$85.9K | 0.06% | 125 |
|
|
2020
Q4 | $77K | Buy |
3,265
+2,600
| +391% | +$61.3K | 0.03% | 168 |
|
|
2020
Q3 | $6K | Buy |
+665
| New | +$6K | ﹤0.01% | 318 |
|