MSAM
Moloney Securities Asset Management’s Palantir PLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.44M | Buy |
17,909
+296
| +2% | +$40.4K | 0.3% | 69 |
|
|
2025
Q1 | $1.49M | Sell |
17,613
-28
| -0.2% | -$2.36K | 0.2% | 122 |
|
|
2024
Q4 | $1.33M | Sell |
17,641
-1,835
| -9% | -$139K | 0.18% | 143 |
|
|
2024
Q3 | $725K | Buy |
19,476
+3,457
| +22% | +$129K | 0.1% | 229 |
|
|
2024
Q2 | $406K | Buy |
+16,019
| New | +$406K | 0.06% | 303 |
|
|
2023
Q3 | – | Sell |
-15,960
| Closed | -$245K | – | 450 |
|
|
2023
Q2 | $245K | Buy |
15,960
+4,215
| +36% | +$64.6K | 0.04% | 346 |
|
|
2023
Q1 | $99.2K | Hold |
11,745
| – | – | 0.02% | 396 |
|
|
2022
Q4 | $75.4K | Hold |
11,745
| – | – | 0.02% | 376 |
|
|
2022
Q3 | $95K | Hold |
11,745
| – | – | 0.02% | 354 |
|
|
2022
Q2 | $107K | Sell |
11,745
-200
| -2% | -$1.82K | 0.03% | 349 |
|
|
2022
Q1 | $164K | Sell |
11,945
-3,000
| -20% | -$41.2K | 0.03% | 383 |
|
|
2021
Q4 | $272K | Buy |
14,945
+169
| +1% | +$3.08K | 0.05% | 343 |
|
|
2021
Q3 | $355K | Buy |
14,776
+1,250
| +9% | +$30K | 0.06% | 288 |
|
|
2021
Q2 | $357K | Buy |
13,526
+2,360
| +21% | +$62.3K | 0.07% | 286 |
|
|
2021
Q1 | $260K | Buy |
+11,166
| New | +$260K | 0.05% | 331 |
|