HCR Wealth Advisors’s Palantir PLTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$771K Buy
2025
Q2
$426K Buy
2025
Q1
$213K Buy
2024
Q2
Sell
2024
Q1
$289K Sell
2023
Q4
$220K Buy
2023
Q3
$177K Hold
2023
Q2
$170K Hold
2023
Q1
$93.6K Hold
2022
Q4
$71.1K Hold
2022
Q3
$90K Hold
2022
Q2
$100K Hold
2022
Q1
$152K Hold
2021
Q4
$202K Sell
2021
Q3
$270K Buy