Heritage 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
$13.1K Buy
2025
Q2
$2.45K Hold
2025
Q1
$1.52K Sell
2024
Q4
$2.57K Hold
2024
Q3
$1.26K Buy
2021
Q3
Sell
2021
Q2
$105 Hold
2021
Q1
$93 Hold
2020
Q4
$0 Buy