J.W. Cole Advisors’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.7M | Buy |
107,512
+33,555
| +45% | +$4.57M | 0.31% | 55 |
|
|
2025
Q1 | $6.24M | Buy |
73,957
+13,822
| +23% | +$1.17M | 0.19% | 112 |
|
|
2024
Q4 | $4.55M | Buy |
60,135
+1,016
| +2% | +$76.8K | 0.18% | 114 |
|
|
2024
Q3 | $2.2M | Buy |
59,119
+2,082
| +4% | +$77.5K | 0.09% | 225 |
|
|
2024
Q2 | $1.44M | Buy |
57,037
+24,245
| +74% | +$614K | 0.07% | 276 |
|
|
2024
Q1 | $754K | Buy |
32,792
+1,371
| +4% | +$31.5K | 0.04% | 412 |
|
|
2023
Q4 | $539K | Buy |
31,421
+6,883
| +28% | +$118K | 0.03% | 463 |
|
|
2023
Q3 | $393K | Buy |
24,538
+13,281
| +118% | +$212K | 0.03% | 480 |
|
|
2023
Q2 | $173K | Sell |
11,257
-20,030
| -64% | -$307K | 0.01% | 711 |
|
|
2023
Q1 | $264K | Sell |
31,287
-7,911
| -20% | -$66.8K | 0.02% | 649 |
|
|
2022
Q4 | $252K | Sell |
39,198
-12,814
| -25% | -$82.3K | 0.02% | 622 |
|
|
2022
Q3 | $423K | Sell |
52,012
-4,370
| -8% | -$35.5K | 0.04% | 438 |
|
|
2022
Q2 | $511K | Buy |
56,382
+1,975
| +4% | +$17.9K | 0.04% | 405 |
|
|
2022
Q1 | $747K | Buy |
54,407
+35,504
| +188% | +$487K | 0.05% | 347 |
|
|
2021
Q4 | $344K | Sell |
18,903
-3,878
| -17% | -$70.6K | 0.02% | 599 |
|
|
2021
Q3 | $548K | Buy |
22,781
+4,813
| +27% | +$116K | 0.04% | 237 |
|
|
2021
Q2 | $474K | Buy |
17,968
+7,990
| +80% | +$211K | 0.04% | 452 |
|
|
2021
Q1 | $232K | Buy |
+9,978
| New | +$232K | 0.02% | 588 |
|