Kingswood 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 | $7.18M | Buy |
52,676
+5,035
| +11% | +$686K | 0.57% | 27 |
|
|
2025
Q1 | $4.02M | Buy |
47,641
+8,510
| +22% | +$719K | 0.37% | 55 |
|
|
2024
Q4 | $2.96M | Buy |
39,131
+11,950
| +44% | +$904K | 0.22% | 102 |
|
|
2024
Q3 | $1.01M | Sell |
27,181
-11,725
| -30% | -$436K | 0.07% | 290 |
|
|
2024
Q2 | $985K | Buy |
38,906
+24,489
| +170% | +$620K | 0.09% | 236 |
|
|
2024
Q1 | $332K | Sell |
14,417
-6,604
| -31% | -$152K | 0.04% | 451 |
|
|
2023
Q4 | $361K | Sell |
21,021
-24,883
| -54% | -$427K | 0.04% | 419 |
|
|
2023
Q3 | $734K | Buy |
+45,904
| New | +$734K | 0.13% | 184 |
|