Integrated Wealth Concepts’s Palantir PLTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$29M Buy
2025
Q2
$21.3M Buy
2025
Q1
$11.9M Buy
2024
Q4
$10.6M Buy
2024
Q3
$5.08M Buy
2024
Q2
$3.09M Buy
2024
Q1
$1.95M Buy
2023
Q4
$1.13M Buy
2023
Q3
$797K Buy
2023
Q2
$748K Buy
2023
Q1
$367K Buy
2022
Q4
$258K Sell
2022
Q3
$369K Buy
2022
Q2
$402K Sell
2022
Q1
$711K Sell
2021
Q4
$1.03M Buy
2021
Q3
$1.32M Buy
2021
Q2
$1.12M Buy
2021
Q1
$581K Buy