JFS Wealth 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 | $568K | Sell |
4,170
-2
| -0% | -$273 | 0.04% | 198 |
|
|
2025
Q1 | $352K | Sell |
4,172
-2,596
| -38% | -$219K | 0.02% | 237 |
|
|
2024
Q4 | $512K | Buy |
6,768
+713
| +12% | +$53.9K | 0.04% | 193 |
|
|
2024
Q3 | $225K | Sell |
6,055
-90
| -1% | -$3.35K | 0.02% | 275 |
|
|
2024
Q2 | $156K | Buy |
6,145
+252
| +4% | +$6.38K | 0.01% | 267 |
|
|
2024
Q1 | $136K | Buy |
5,893
+5,431
| +1,176% | +$125K | 0.01% | 282 |
|
|
2023
Q4 | $7.93K | Buy |
462
+54
| +13% | +$927 | ﹤0.01% | 861 |
|
|
2023
Q3 | $6.53K | Buy |
408
+91
| +29% | +$1.46K | ﹤0.01% | 883 |
|
|
2023
Q2 | $4.86K | Buy |
317
+51
| +19% | +$782 | ﹤0.01% | 1015 |
|
|
2023
Q1 | $2.25K | Buy |
266
+252
| +1,800% | +$2.13K | ﹤0.01% | 1316 |
|
|
2022
Q4 | $90 | Sell |
14
-136
| -91% | -$874 | ﹤0.01% | 1887 |
|
|
2022
Q3 | $1K | Buy |
150
+149
| +14,900% | +$993 | ﹤0.01% | 1620 |
|
|
2022
Q2 | $0 | Sell |
1
-12
| -92% | – | ﹤0.01% | 1890 |
|
|
2022
Q1 | $0 | Buy |
13
+8
| +160% | – | ﹤0.01% | 1931 |
|
|
2021
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1838 |
|