Institute for 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 | $622K | Sell |
4,566
-3,309
| -42% | -$451K | 0.07% | 269 |
|
|
2025
Q1 | $665K | Sell |
7,875
-6,009
| -43% | -$507K | 0.09% | 243 |
|
|
2024
Q4 | $1.05M | Sell |
13,884
-853
| -6% | -$64.5K | 0.13% | 166 |
|
|
2024
Q3 | $548K | Buy |
14,737
+349
| +2% | +$13K | 0.07% | 279 |
|
|
2024
Q2 | $364K | Buy |
14,388
+2,799
| +24% | +$70.9K | 0.05% | 349 |
|
|
2024
Q1 | $267K | Sell |
11,589
-334
| -3% | -$7.69K | 0.03% | 412 |
|
|
2023
Q4 | $205K | Buy |
+11,923
| New | +$205K | 0.03% | 455 |
|