JFS Wealth Advisors’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
$764K Buy
2025
Q2
$568K Sell
2025
Q1
$352K Sell
2024
Q4
$512K Buy
2024
Q3
$225K Sell
2024
Q2
$156K Buy
2024
Q1
$136K Buy
2023
Q4
$7.93K Buy
2023
Q3
$6.53K Buy
2023
Q2
$4.86K Buy
2023
Q1
$2.25K Buy
2022
Q4
$90 Sell
2022
Q3
$1K Buy
2022
Q2
$0 Sell
2022
Q1
$0 Buy
2021
Q4
$0 Buy