GoalVest 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 | $6.31M | Sell |
46,267
-5,722
| -11% | -$780K | 1.56% | 7 |
|
|
2025
Q1 | $4.39M | Sell |
51,989
-1,360
| -3% | -$115K | 1.21% | 12 |
|
|
2024
Q4 | $4.03M | Hold |
53,349
| – | – | 1.11% | 13 |
|
|
2024
Q3 | $1.98M | Sell |
53,349
-200
| -0.4% | -$7.44K | 0.57% | 28 |
|
|
2024
Q2 | $1.36M | Buy |
53,549
+2,000
| +4% | +$50.7K | 0.43% | 37 |
|
|
2024
Q1 | $1.19M | Buy |
+51,549
| New | +$1.19M | 0.4% | 47 |
|
|
2023
Q4 | – | Sell |
-600
| Closed | -$9.6K | – | 464 |
|
|
2023
Q3 | $9.6K | Buy |
+600
| New | +$9.6K | ﹤0.01% | 292 |
|