Heritage 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 | $2.45K | Hold |
18
| – | – | ﹤0.01% | 506 |
|
|
2025
Q1 | $1.52K | Sell |
18
-16
| -47% | -$1.35K | ﹤0.01% | 518 |
|
|
2024
Q4 | $2.57K | Hold |
34
| – | – | ﹤0.01% | 545 |
|
|
2024
Q3 | $1.27K | Buy |
+34
| New | +$1.27K | ﹤0.01% | 566 |
|
|
2021
Q3 | – | Sell |
-4
| Closed | -$105 | – | 565 |
|
|
2021
Q2 | $105 | Hold |
4
| – | – | ﹤0.01% | 558 |
|
|
2021
Q1 | $93 | Hold |
4
| – | – | ﹤0.01% | 561 |
|
|
2020
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 554 |
|