NewEdge Wealth’s Palantir PLTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.56M Sell
25,052
-26,803
-52% -$4.88M 0.07% 222
2025
Q1
$4.38M Buy
51,855
+31,886
+160% +$2.69M 0.08% 207
2024
Q4
$1.51M Buy
19,969
+5,152
+35% +$390K 0.03% 411
2024
Q3
$551K Buy
14,817
+1,206
+9% +$44.9K 0.01% 598
2024
Q2
$345K Buy
13,611
+3,605
+36% +$91.3K 0.01% 621
2024
Q1
$226K Buy
+10,006
New +$226K 0.01% 738
2023
Q3
Sell
-10,300
Closed -$158K 664
2023
Q2
$158K Buy
+10,300
New +$158K 0.01% 618
2022
Q1
Sell
-21,500
Closed -$392K 437
2021
Q4
$392K Buy
+21,500
New +$392K 0.02% 317