Gradient Investments’s Palantir PLTR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$760K Sell
5,577
-45
-0.8% -$6.13K 0.01% 246
2025
Q1
$474K Buy
+5,622
New +$474K 0.01% 251
2024
Q3
Sell
-2,306
Closed -$58.4K 1024
2024
Q2
$58.4K Buy
2,306
+406
+21% +$10.3K ﹤0.01% 475
2024
Q1
$43.7K Buy
1,900
+1,384
+268% +$31.8K ﹤0.01% 441
2023
Q4
$8.86K Buy
516
+310
+150% +$5.32K ﹤0.01% 863
2023
Q3
$3.3K Buy
206
+40
+24% +$640 ﹤0.01% 1053
2023
Q2
$2.55K Buy
166
+3
+2% +$46 ﹤0.01% 1109
2023
Q1
$1.38K Hold
163
﹤0.01% 1158
2022
Q4
$1.05K Sell
163
-444
-73% -$2.85K ﹤0.01% 1188
2022
Q3
$5K Sell
607
-200
-25% -$1.65K ﹤0.01% 966
2022
Q2
$7K Hold
807
﹤0.01% 843
2022
Q1
$11K Hold
807
﹤0.01% 756
2021
Q4
$15K Buy
807
+363
+82% +$6.75K ﹤0.01% 714
2021
Q3
$11K Hold
444
﹤0.01% 765
2021
Q2
$12K Hold
444
﹤0.01% 732
2021
Q1
$10K Hold
444
﹤0.01% 767
2020
Q4
$4K Hold
444
﹤0.01% 854
2020
Q3
$4K Buy
+444
New +$4K ﹤0.01% 860