Icon 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
$543K Sell
3,983
-771
-16% -$105K 0.04% 237
2025
Q1
$401K Buy
4,754
+1,162
+32% +$98.1K 0.03% 244
2024
Q4
$272K Buy
+3,592
New +$272K 0.02% 317