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 |
|