Independent Solutions Wealth Management’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.1M | Sell |
75,690
-3,520
| -4% | -$538K | 1.63% | 9 |
|
|
2025
Q4 | $14.1M | Sell |
79,210
-8,842
| -10% | -$1.6M | 2.59% | 7 |
|
|
2025
Q3 | $16.1M | Sell |
88,052
-9,366
| -10% | -$1.52M | 2.85% | 7 |
|
|
2025
Q2 | $13.3M | Sell |
97,418
-2,578
| -3% | -$302K | 2.59% | 7 |
|
|
2025
Q1 | $8.44M | Sell |
99,996
-10,898
| -10% | -$957K | 1.89% | 11 |
|
|
2024
Q4 | $8.39M | Sell |
110,894
-3,520
| -3% | -$205K | 1.83% | 13 |
|
|
2024
Q3 | $4.26M | Sell |
114,414
-4,870
| -4% | -$149K | 0.96% | 27 |
|
|
2024
Q2 | $3.02M | Buy |
119,284
+1,356
| +1% | +$30.5K | 0.69% | 42 |
|
|
2024
Q1 | $2.71M | Sell |
117,928
-11,563
| -9% | -$246K | 0.64% | 46 |
|
|
2023
Q4 | $2.22M | Buy |
129,491
+1,925
| +2% | +$34.3K | 0.57% | 53 |
|
|
2023
Q3 | $2.04M | Buy |
127,566
+3,111
| +2% | +$49.5K | 0.56% | 49 |
|
|
2023
Q2 | $1.91M | Buy |
124,455
+111,693
| +875% | +$1.27M | 0.51% | 52 |
|
|
2023
Q1 | $108K | Buy |
12,762
+1,000
| +9% | +$7.83K | 0.03% | 206 |
|
|
2022
Q4 | $75.5K | Sell |
11,762
-2,550
| -18% | -$19.3K | 0.02% | 211 |
|
|
2022
Q3 | $116K | Sell |
14,312
-100
| -0.7% | -$889 | 0.04% | 205 |
|
|
2022
Q2 | $131K | Sell |
14,412
-40,646
| -74% | -$402K | 0.04% | 213 |
|
|
2022
Q1 | $756K | Buy |
55,058
+313
| +0.6% | +$4.17K | 0.19% | 102 |
|
|
2021
Q4 | $997K | Buy |
54,745
+2,233
| +4% | +$49.3K | 0.24% | 91 |
|
|
2021
Q3 | $1.26M | Buy |
52,512
+926
| +2% | +$22.6K | 0.31% | 78 |
|
|
2021
Q2 | $1.36M | Buy |
51,586
+5,615
| +12% | +$130K | 0.33% | 74 |
|
|
2021
Q1 | $1.07M | Buy |
45,971
+10,201
| +29% | +$280K | 0.29% | 78 |
|
|
2020
Q4 | $842K | Buy |
+35,770
| New | +$640K | 0.26% | 78 |
|
Other funds holding PLTR
VCM
VPM
