JFG 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 | $547K | Hold |
4,013
| – | – | 0.11% | 41 |
|
|
2025
Q1 | $339K | Sell |
4,013
-1,000
| -20% | -$84.4K | 0.08% | 62 |
|
|
2024
Q4 | $379K | Buy |
+5,013
| New | +$379K | 0.09% | 68 |
|
|
2024
Q2 | – | Sell |
-10,013
| Closed | -$230K | – | 69 |
|
|
2024
Q1 | $230K | Sell |
10,013
-15,987
| -61% | -$368K | 0.06% | 56 |
|
|
2023
Q4 | $446K | Buy |
+26,000
| New | +$446K | 0.13% | 44 |
|