MSFP
Mark Sheptoff Financial Planning’s Palantir PLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.97M | Buy |
73,151
+545
| +0.8% | +$74.3K | 5.31% | 3 |
|
|
2025
Q1 | $6.13M | Sell |
72,606
-2,469
| -3% | -$208K | 3.38% | 7 |
|
|
2024
Q4 | $5.68M | Sell |
75,075
-500
| -0.7% | -$37.8K | 3.05% | 6 |
|
|
2024
Q3 | $2.81M | Buy |
75,575
+50
| +0.1% | +$1.86K | 1.49% | 13 |
|
|
2024
Q2 | $1.91M | Buy |
75,525
+4,300
| +6% | +$109K | 1.07% | 20 |
|
|
2024
Q1 | $1.64M | Buy |
71,225
+49,375
| +226% | +$1.14M | 0.91% | 25 |
|
|
2023
Q4 | $375K | Buy |
21,850
+20,850
| +2,085% | +$358K | 0.23% | 60 |
|
|
2023
Q3 | $16K | Sell |
1,000
-16,500
| -94% | -$264K | 0.01% | 227 |
|
|
2023
Q2 | $268K | Buy |
+17,500
| New | +$268K | 0.15% | 79 |
|
|
2021
Q4 | – | Sell |
-6,050
| Closed | -$145K | – | 474 |
|
|
2021
Q3 | $145K | Buy |
6,050
+5,300
| +707% | +$127K | 0.08% | 119 |
|
|
2021
Q2 | $20K | Buy |
+750
| New | +$20K | 0.01% | 271 |
|