JIC
Joel Isaacson & Co’s Palantir PLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.16M | Buy |
23,167
+747
| +3% | +$102K | 0.13% | 76 |
|
|
2025
Q1 | $1.89M | Sell |
22,420
-3,518
| -14% | -$297K | 0.09% | 109 |
|
|
2024
Q4 | $1.96M | Buy |
25,938
+85
| +0.3% | +$6.43K | 0.09% | 103 |
|
|
2024
Q3 | $962K | Sell |
25,853
-231
| -0.9% | -$8.59K | 0.05% | 149 |
|
|
2024
Q2 | $661K | Buy |
26,084
+128
| +0.5% | +$3.24K | 0.03% | 174 |
|
|
2024
Q1 | $597K | Buy |
25,956
+925
| +4% | +$21.3K | 0.03% | 191 |
|
|
2023
Q4 | $430K | Hold |
25,031
| – | – | 0.03% | 209 |
|
|
2023
Q3 | $400K | Hold |
25,031
| – | – | 0.03% | 212 |
|
|
2023
Q2 | $384K | Hold |
25,031
| – | – | 0.03% | 222 |
|
|
2023
Q1 | $212K | Buy |
25,031
+236
| +1% | +$1.99K | 0.02% | 303 |
|
|
2022
Q4 | $159K | Buy |
24,795
+64
| +0.3% | +$411 | 0.01% | 307 |
|
|
2022
Q3 | $201K | Hold |
24,731
| – | – | 0.02% | 283 |
|
|
2022
Q2 | $224K | Sell |
24,731
-200
| -0.8% | -$1.81K | 0.02% | 268 |
|
|
2022
Q1 | $303K | Buy |
24,931
+886
| +4% | +$10.8K | 0.02% | 253 |
|
|
2021
Q4 | $438K | Sell |
24,045
-333
| -1% | -$6.07K | 0.03% | 205 |
|
|
2021
Q3 | $586K | Hold |
24,378
| – | – | 0.04% | 165 |
|
|
2021
Q2 | $643K | Sell |
24,378
-1,568
| -6% | -$41.4K | 0.05% | 151 |
|
|
2021
Q1 | $604K | Buy |
25,946
+16,232
| +167% | +$378K | 0.05% | 139 |
|
|
2020
Q4 | $229K | Buy |
+9,714
| New | +$229K | 0.02% | 219 |
|