IWA
IBEX Wealth Advisors’s Palantir PLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.2M | Buy |
236,063
+49,724
| +27% | +$6.78M | 3.43% | 4 |
|
|
2025
Q1 | $15.7M | Buy |
186,339
+8,938
| +5% | +$754K | 2.08% | 11 |
|
|
2024
Q4 | $13.4M | Buy |
+177,401
| New | +$13.4M | 1.58% | 11 |
|
|
2024
Q3 | – | Sell |
-167,210
| Closed | -$4.24M | – | 227 |
|
|
2024
Q2 | $4.24M | Buy |
+167,210
| New | +$4.24M | 0.66% | 46 |
|
|
2021
Q4 | – | Sell |
-2,178
| Closed | -$52K | – | 371 |
|
|
2021
Q3 | $52K | Buy |
+2,178
| New | +$52K | 0.01% | 267 |
|