IWS
Insight Wealth Strategies’s Palantir PLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.22M | Sell |
39,918
-2,326
| -6% | -$304K | 0.66% | 37 |
|
|
2025
Q1 | $3.57M | Sell |
42,244
-32,109
| -43% | -$2.71M | 0.48% | 64 |
|
|
2024
Q4 | $5.62M | Sell |
74,353
-10,648
| -13% | -$805K | 0.75% | 31 |
|
|
2024
Q3 | $3.16M | Sell |
85,001
-11,845
| -12% | -$441K | 0.42% | 66 |
|
|
2024
Q2 | $2.45M | Buy |
96,846
+1,969
| +2% | +$49.9K | 0.35% | 67 |
|
|
2024
Q1 | $2.18M | Sell |
94,877
-5,614
| -6% | -$129K | 0.32% | 73 |
|
|
2023
Q4 | $1.73M | Buy |
100,491
+7,617
| +8% | +$131K | 0.28% | 90 |
|
|
2023
Q3 | $1.49M | Buy |
+92,874
| New | +$1.49M | 0.29% | 76 |
|