HCR Wealth Advisors’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $426K | Buy |
3,128
+600
| +24% | +$81.8K | 0.05% | 157 |
|
|
2025
Q1 | $213K | Buy |
+2,528
| New | +$213K | 0.03% | 218 |
|
|
2024
Q2 | – | Sell |
-12,573
| Closed | -$289K | – | 228 |
|
|
2024
Q1 | $289K | Sell |
12,573
-250
| -2% | -$5.75K | 0.04% | 174 |
|
|
2023
Q4 | $220K | Buy |
12,823
+1,750
| +16% | +$30K | 0.03% | 186 |
|
|
2023
Q3 | $177K | Hold |
11,073
| – | – | 0.04% | 164 |
|
|
2023
Q2 | $170K | Hold |
11,073
| – | – | 0.03% | 169 |
|
|
2023
Q1 | $93.6K | Hold |
11,073
| – | – | 0.02% | 171 |
|
|
2022
Q4 | $71.1K | Hold |
11,073
| – | – | 0.01% | 173 |
|
|
2022
Q3 | $90K | Hold |
11,073
| – | – | 0.02% | 164 |
|
|
2022
Q2 | $100K | Hold |
11,073
| – | – | 0.02% | 170 |
|
|
2022
Q1 | $152K | Hold |
11,073
| – | – | 0.02% | 183 |
|
|
2021
Q4 | $202K | Sell |
11,073
-140
| -1% | -$2.55K | 0.03% | 193 |
|
|
2021
Q3 | $270K | Buy |
+11,213
| New | +$270K | 0.05% | 170 |
|