Great Valley Advisor Group’s Palantir PLTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.12M Buy
37,534
+1,074
+3% +$146K 0.11% 170
2025
Q1
$3.08M Sell
36,460
-10,938
-23% -$923K 0.07% 247
2024
Q4
$3.59M Sell
47,398
-39,844
-46% -$3.01M 0.08% 230
2024
Q3
$3.25M Sell
87,242
-12,149
-12% -$452K 0.08% 246
2024
Q2
$2.52M Buy
99,391
+675
+0.7% +$17.1K 0.07% 256
2024
Q1
$2.27M Buy
98,716
+9,896
+11% +$228K 0.07% 253
2023
Q4
$1.53M Buy
88,820
+6,864
+8% +$118K 0.05% 279
2023
Q3
$1.31M Sell
81,956
-6,858
-8% -$110K 0.05% 277
2023
Q2
$1.36M Buy
88,814
+3,375
+4% +$51.8K 0.06% 270
2023
Q1
$722K Sell
85,439
-4,063
-5% -$34.3K 0.03% 366
2022
Q4
$574K Buy
89,502
+4,451
+5% +$28.6K 0.03% 418
2022
Q3
$692K Buy
85,051
+1,526
+2% +$12.4K 0.04% 362
2022
Q2
$757K Buy
83,525
+130
+0.2% +$1.18K 0.04% 350
2022
Q1
$1.15M Buy
83,395
+3,208
+4% +$44.1K 0.07% 264
2021
Q4
$1.46M Buy
80,187
+22,200
+38% +$404K 0.09% 220
2021
Q3
$1.39M Buy
57,987
+4,421
+8% +$106K 0.1% 210
2021
Q2
$1.41M Buy
53,566
+5,391
+11% +$142K 0.1% 203
2021
Q1
$1.12M Buy
+48,175
New +$1.12M 0.11% 187