Independent Solutions Wealth Management’s Palantir PLTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$13.3M Sell
97,418
-2,578
-3% -$351K 2.59% 7
2025
Q1
$8.44M Sell
99,996
-10,898
-10% -$920K 1.89% 11
2024
Q4
$8.39M Sell
110,894
-3,520
-3% -$266K 1.83% 13
2024
Q3
$4.26M Sell
114,414
-4,870
-4% -$181K 0.96% 27
2024
Q2
$3.02M Buy
119,284
+1,356
+1% +$34.3K 0.69% 42
2024
Q1
$2.71M Sell
117,928
-11,563
-9% -$266K 0.64% 46
2023
Q4
$2.22M Buy
129,491
+1,925
+2% +$33.1K 0.57% 53
2023
Q3
$2.04M Buy
127,566
+3,111
+2% +$49.8K 0.53% 48
2023
Q2
$1.91M Buy
124,455
+111,693
+875% +$1.71M 0.48% 51
2023
Q1
$108K Buy
12,762
+1,000
+9% +$8.45K 0.03% 206
2022
Q4
$75.5K Sell
11,762
-2,550
-18% -$16.4K 0.02% 211
2022
Q3
$116K Sell
14,312
-100
-0.7% -$813 0.04% 205
2022
Q2
$131K Sell
14,412
-40,646
-74% -$369K 0.04% 213
2022
Q1
$756K Buy
55,058
+313
+0.6% +$4.3K 0.18% 101
2021
Q4
$997K Buy
54,745
+2,233
+4% +$40.7K 0.24% 91
2021
Q3
$1.26M Buy
52,512
+926
+2% +$22.3K 0.31% 78
2021
Q2
$1.36M Buy
51,586
+5,615
+12% +$148K 0.33% 74
2021
Q1
$1.07M Buy
45,971
+10,201
+29% +$238K 0.29% 78
2020
Q4
$842K Buy
+35,770
New +$842K 0.26% 78