J.W. Burns & Co’s Palantir PLTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.19M Buy
23,415
+7,938
+51% +$1.08M 0.39% 55
2025
Q1
$1.31M Buy
15,477
+1,602
+12% +$135K 0.17% 87
2024
Q4
$1.05M Buy
13,875
+7,063
+104% +$534K 0.13% 95
2024
Q3
$253K Buy
+6,812
New +$253K 0.03% 172
2022
Q1
Sell
-22,970
Closed -$418K 185
2021
Q4
$418K Sell
22,970
-1,775
-7% -$32.3K 0.06% 139
2021
Q3
$595K Buy
24,745
+85
+0.3% +$2.04K 0.09% 119
2021
Q2
$650K Sell
24,660
-4,465
-15% -$118K 0.1% 116
2021
Q1
$678K Sell
29,125
-3,450
-11% -$80.3K 0.11% 112
2020
Q4
$767K Buy
+32,575
New +$767K 0.14% 100