Optimum Investment Advisors’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $240K | Hold |
|
|||||
|
2025
Q2 | $179K | Hold |
|
|||||
|
2025
Q1 | $111K | Sell |
|
|||||
|
2024
Q4 | $1.4M | Sell |
|
|||||
|
2024
Q3 | $796K | Hold |
|
|||||
|
2024
Q2 | $542K | Buy |
|
|||||
|
2024
Q1 | $490K | Buy |
|
|||||
|
2023
Q4 | $359K | Buy |
|
|||||
|
2023
Q3 | $318K | Buy |
|
|||||
|
2023
Q2 | $226K | Buy |
|
|||||
|
2023
Q1 | $24.2K | Sell |
|
|||||
|
2022
Q4 | $24.8K | Hold |
|
|||||
|
2022
Q3 | $31K | Hold |
|
|||||
|
2022
Q2 | $35K | Buy |
|
|||||
|
2022
Q1 | $52K | Hold |
|
|||||
|
2021
Q4 | $69K | Buy |
|
|||||
|
2021
Q3 | $86K | Sell |
|
|||||
|
2021
Q2 | $213K | Buy |
|
|||||
|
2021
Q1 | $128K | Buy |
|
|||||
|
2020
Q4 | $97K | Buy |
|