OWA
Octavia Wealth Advisors’s Palantir PLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.12M | Buy |
22,880
+270
| +1% | +$36.8K | 0.35% | 38 |
|
|
2025
Q1 | $1.91M | Buy |
22,610
+143
| +0.6% | +$12.1K | 0.23% | 48 |
|
|
2024
Q4 | $1.7M | Sell |
22,467
-255
| -1% | -$19.3K | 0.21% | 53 |
|
|
2024
Q3 | $845K | Buy |
22,722
+3,987
| +21% | +$148K | 0.1% | 81 |
|
|
2024
Q2 | $475K | Buy |
+18,735
| New | +$475K | 0.06% | 120 |
|
|
2023
Q4 | – | Sell |
-13,264
| Closed | -$212K | – | 231 |
|
|
2023
Q3 | $212K | Sell |
13,264
-2,482
| -16% | -$39.7K | 0.04% | 184 |
|
|
2023
Q2 | $241K | Buy |
15,746
+3,077
| +24% | +$47.2K | 0.05% | 167 |
|
|
2023
Q1 | $107K | Buy |
12,669
+250
| +2% | +$2.11K | 0.02% | 181 |
|
|
2022
Q4 | $79.7K | Buy |
12,419
+160
| +1% | +$1.03K | 0.02% | 178 |
|
|
2022
Q3 | $100K | Buy |
+12,259
| New | +$100K | 0.03% | 170 |
|
|
2022
Q2 | – | Sell |
-11,200
| Closed | -$154K | – | 184 |
|
|
2022
Q1 | $154K | Buy |
+11,200
| New | +$154K | 0.03% | 186 |
|