Laidlaw 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 | $1.25M | Sell |
9,199
-3,792
| -29% | -$517K | 3.61% | 6 |
|
|
2025
Q1 | $1.1M | Sell |
12,991
-259,071
| -95% | -$21.9M | 3.23% | 9 |
|
|
2024
Q4 | $20.6M | Buy |
272,062
+109,411
| +67% | +$8.27M | 8.96% | 1 |
|
|
2024
Q3 | $6.05M | Buy |
162,651
+14,315
| +10% | +$533K | 2.99% | 4 |
|
|
2024
Q2 | $3.76M | Buy |
148,336
+36,816
| +33% | +$933K | 2.06% | 9 |
|
|
2024
Q1 | $2.57M | Buy |
111,520
+46,837
| +72% | +$1.08M | 1.43% | 16 |
|
|
2023
Q4 | $1.11M | Buy |
64,683
+16,428
| +34% | +$282K | 0.4% | 75 |
|
|
2023
Q3 | $772K | Buy |
48,255
+1,534
| +3% | +$24.5K | 0.26% | 99 |
|
|
2023
Q2 | $716K | Sell |
46,721
-23,691
| -34% | -$363K | 0.14% | 156 |
|
|
2023
Q1 | $595K | Sell |
70,412
-11,586
| -14% | -$97.9K | 0.12% | 185 |
|
|
2022
Q4 | $526K | Buy |
81,998
+153
| +0.2% | +$982 | 0.11% | 188 |
|
|
2022
Q3 | $665K | Sell |
81,845
-338
| -0.4% | -$2.75K | 0.16% | 149 |
|
|
2022
Q2 | $745K | Buy |
82,183
+1,375
| +2% | +$12.5K | 0.15% | 152 |
|
|
2022
Q1 | $1.11M | Sell |
80,808
-1,171
| -1% | -$16.1K | 0.19% | 134 |
|
|
2021
Q4 | $1.49M | Buy |
81,979
+745
| +0.9% | +$13.6K | 0.24% | 112 |
|
|
2021
Q3 | $1.95M | Buy |
81,234
+18,842
| +30% | +$453K | 0.5% | 54 |
|
|
2021
Q2 | $1.65M | Buy |
62,392
+39,931
| +178% | +$1.05M | 0.42% | 67 |
|
|
2021
Q1 | $523K | Buy |
+22,461
| New | +$523K | 0.18% | 121 |
|