OneDigital Investment Advisors’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.7M | Buy |
41,814
+4,138
| +11% | +$564K | 0.06% | 230 |
|
|
2025
Q1 | $3.18M | Buy |
37,676
+1,588
| +4% | +$134K | 0.04% | 303 |
|
|
2024
Q4 | $2.73M | Buy |
36,088
+1,942
| +6% | +$147K | 0.03% | 352 |
|
|
2024
Q3 | $1.27M | Buy |
34,146
+998
| +3% | +$37.1K | 0.01% | 574 |
|
|
2024
Q2 | $840K | Buy |
33,148
+7,523
| +29% | +$191K | 0.01% | 678 |
|
|
2024
Q1 | $590K | Buy |
25,625
+7,409
| +41% | +$170K | 0.01% | 681 |
|
|
2023
Q4 | $313K | Buy |
18,216
+2,012
| +12% | +$34.5K | 0.01% | 893 |
|
|
2023
Q3 | $259K | Sell |
16,204
-324
| -2% | -$5.18K | 0.01% | 849 |
|
|
2023
Q2 | $253K | Buy |
16,528
+614
| +4% | +$9.41K | 0.01% | 877 |
|
|
2023
Q1 | $134K | Buy |
15,914
+3,555
| +29% | +$30K | ﹤0.01% | 931 |
|
|
2022
Q4 | $79.3K | Sell |
12,359
-971
| -7% | -$6.23K | ﹤0.01% | 797 |
|
|
2022
Q3 | $108K | Buy |
13,330
+689
| +5% | +$5.58K | ﹤0.01% | 724 |
|
|
2022
Q2 | $115K | Buy |
+12,641
| New | +$115K | ﹤0.01% | 675 |
|
|
2021
Q3 | – | Sell |
-8,254
| Closed | -$218K | – | 771 |
|
|
2021
Q2 | $218K | Buy |
+8,254
| New | +$218K | 0.01% | 643 |
|