Montag & Associates’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $528K | Sell |
3,871
-529
| -12% | -$72.1K | 0.03% | 301 |
|
|
2025
Q1 | $371K | Buy |
4,400
+441
| +11% | +$37.2K | 0.02% | 335 |
|
|
2024
Q4 | $299K | Sell |
3,959
-50
| -1% | -$3.78K | 0.01% | 377 |
|
|
2024
Q3 | $149K | Sell |
4,009
-146
| -4% | -$5.43K | 0.01% | 457 |
|
|
2024
Q2 | $105K | Buy |
4,155
+50
| +1% | +$1.27K | 0.01% | 487 |
|
|
2024
Q1 | $94.5K | Buy |
4,105
+3,388
| +473% | +$78K | ﹤0.01% | 493 |
|
|
2023
Q4 | $12.3K | Hold |
717
| – | – | ﹤0.01% | 746 |
|
|
2023
Q3 | $11.5K | Hold |
717
| – | – | ﹤0.01% | 719 |
|
|
2023
Q2 | $11K | Hold |
717
| – | – | ﹤0.01% | 735 |
|
|
2023
Q1 | $6.06K | Hold |
717
| – | – | ﹤0.01% | 796 |
|
|
2022
Q4 | $4.6K | Sell |
717
-18
| -2% | -$116 | ﹤0.01% | 825 |
|
|
2022
Q3 | $6K | Hold |
735
| – | – | ﹤0.01% | 772 |
|
|
2022
Q2 | $7K | Hold |
735
| – | – | ﹤0.01% | 726 |
|
|
2022
Q1 | $10K | Hold |
735
| – | – | ﹤0.01% | 720 |
|
|
2021
Q4 | $13K | Sell |
735
-1,202
| -62% | -$21.3K | ﹤0.01% | 708 |
|
|
2021
Q3 | $47K | Buy |
1,937
+289
| +18% | +$7.01K | ﹤0.01% | 573 |
|
|
2021
Q2 | $43K | Buy |
1,648
+1,051
| +176% | +$27.4K | ﹤0.01% | 571 |
|
|
2021
Q1 | $14K | Buy |
597
+579
| +3,217% | +$13.6K | ﹤0.01% | 700 |
|
|
2020
Q4 | $0 | Buy |
+18
| New | – | ﹤0.01% | 791 |
|