Nicolet Advisory Services’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Sell |
7,793
-1,800
| -19% | -$278K | 0.1% | 103 |
|
|
2025
Q1 | $850K | Sell |
9,593
-3,055
| -24% | -$271K | 0.08% | 131 |
|
|
2024
Q4 | $851K | Buy |
12,648
+2,915
| +30% | +$196K | 0.08% | 135 |
|
|
2024
Q3 | $382K | Buy |
9,733
+2,435
| +33% | +$95.5K | 0.04% | 246 |
|
|
2024
Q2 | $207K | Buy |
+7,298
| New | +$207K | 0.02% | 343 |
|
|
2021
Q2 | – | Sell |
-28,101
| Closed | -$654K | – | 192 |
|
|
2021
Q1 | $654K | Buy |
+28,101
| New | +$654K | 0.09% | 87 |
|