Integrated Wealth Concepts’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.3M | Buy |
156,200
+14,636
| +10% | +$2M | 0.21% | 106 |
|
|
2025
Q1 | $11.9M | Buy |
141,564
+779
| +0.6% | +$65.7K | 0.14% | 150 |
|
|
2024
Q4 | $10.6M | Buy |
140,785
+4,231
| +3% | +$320K | 0.12% | 161 |
|
|
2024
Q3 | $5.08M | Buy |
136,554
+14,520
| +12% | +$540K | 0.06% | 285 |
|
|
2024
Q2 | $3.09M | Buy |
122,034
+37,321
| +44% | +$945K | 0.04% | 381 |
|
|
2024
Q1 | $1.95M | Buy |
84,713
+18,635
| +28% | +$429K | 0.03% | 524 |
|
|
2023
Q4 | $1.13M | Buy |
66,078
+16,257
| +33% | +$279K | 0.02% | 680 |
|
|
2023
Q3 | $797K | Buy |
49,821
+1,008
| +2% | +$16.1K | 0.01% | 788 |
|
|
2023
Q2 | $748K | Buy |
48,813
+5,328
| +12% | +$81.7K | 0.01% | 803 |
|
|
2023
Q1 | $367K | Buy |
43,485
+3,295
| +8% | +$27.8K | 0.01% | 972 |
|
|
2022
Q4 | $258K | Sell |
40,190
-5,180
| -11% | -$33.3K | 0.01% | 862 |
|
|
2022
Q3 | $369K | Buy |
45,370
+1,028
| +2% | +$8.36K | 0.01% | 680 |
|
|
2022
Q2 | $402K | Sell |
44,342
-7,429
| -14% | -$67.4K | 0.01% | 666 |
|
|
2022
Q1 | $711K | Sell |
51,771
-4,733
| -8% | -$65K | 0.02% | 481 |
|
|
2021
Q4 | $1.03M | Buy |
56,504
+1,508
| +3% | +$27.5K | 0.03% | 412 |
|
|
2021
Q3 | $1.32M | Buy |
54,996
+12,522
| +29% | +$301K | 0.04% | 327 |
|
|
2021
Q2 | $1.12M | Buy |
42,474
+17,544
| +70% | +$463K | 0.04% | 333 |
|
|
2021
Q1 | $581K | Buy |
+24,930
| New | +$581K | 0.02% | 445 |
|