Optimum 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 | $179K | Hold |
1,314
| – | – | 0.08% | 190 |
|
|
2025
Q1 | $111K | Sell |
1,314
-17,188
| -93% | -$1.45M | 0.05% | 228 |
|
|
2024
Q4 | $1.4M | Sell |
18,502
-2,900
| -14% | -$219K | 0.62% | 32 |
|
|
2024
Q3 | $796K | Hold |
21,402
| – | – | 0.34% | 64 |
|
|
2024
Q2 | $542K | Buy |
21,402
+100
| +0.5% | +$2.53K | 0.24% | 86 |
|
|
2024
Q1 | $490K | Buy |
21,302
+400
| +2% | +$9.2K | 0.23% | 100 |
|
|
2023
Q4 | $359K | Buy |
20,902
+1,000
| +5% | +$17.2K | 0.18% | 117 |
|
|
2023
Q3 | $318K | Buy |
19,902
+5,138
| +35% | +$82.2K | 0.16% | 137 |
|
|
2023
Q2 | $226K | Buy |
14,764
+11,900
| +416% | +$182K | 0.11% | 172 |
|
|
2023
Q1 | $24.2K | Sell |
2,864
-1,000
| -26% | -$8.45K | 0.01% | 457 |
|
|
2022
Q4 | $24.8K | Hold |
3,864
| – | – | 0.01% | 459 |
|
|
2022
Q3 | $31K | Hold |
3,864
| – | – | 0.02% | 444 |
|
|
2022
Q2 | $35K | Buy |
3,864
+100
| +3% | +$906 | 0.02% | 449 |
|
|
2022
Q1 | $52K | Hold |
3,764
| – | – | 0.02% | 423 |
|
|
2021
Q4 | $69K | Buy |
3,764
+200
| +6% | +$3.67K | 0.03% | 401 |
|
|
2021
Q3 | $86K | Sell |
3,564
-4,500
| -56% | -$109K | 0.04% | 356 |
|
|
2021
Q2 | $213K | Buy |
8,064
+2,564
| +47% | +$67.7K | 0.07% | 252 |
|
|
2021
Q1 | $128K | Buy |
5,500
+1,400
| +34% | +$32.6K | 0.04% | 333 |
|
|
2020
Q4 | $97K | Buy |
+4,100
| New | +$97K | 0.03% | 352 |
|