Moneta Group Investment 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 | $6.82M | Buy |
50,021
+3,912
| +8% | +$533K | 0.08% | 117 |
|
|
2025
Q1 | $3.89M | Buy |
46,109
+1,130
| +3% | +$95.4K | 0.05% | 151 |
|
|
2024
Q4 | $3.4M | Buy |
44,979
+2,576
| +6% | +$195K | 0.05% | 155 |
|
|
2024
Q3 | $1.58M | Buy |
42,403
+5,415
| +15% | +$201K | 0.02% | 225 |
|
|
2024
Q2 | $937K | Sell |
36,988
-7,805
| -17% | -$198K | 0.02% | 279 |
|
|
2024
Q1 | $1.03M | Buy |
44,793
+12,319
| +38% | +$283K | 0.02% | 268 |
|
|
2023
Q4 | $558K | Buy |
32,474
+2,105
| +7% | +$36.1K | 0.01% | 324 |
|
|
2023
Q3 | $486K | Buy |
30,369
+1,167
| +4% | +$18.7K | 0.01% | 323 |
|
|
2023
Q2 | $448K | Buy |
29,202
+1,666
| +6% | +$25.5K | 0.01% | 340 |
|
|
2023
Q1 | $233K | Buy |
+27,536
| New | +$233K | 0.01% | 467 |
|