Palo Alto Wealth 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 | $793K | Buy |
5,815
+24
| +0.4% | +$3.27K | 0.3% | 25 |
|
|
2025
Q1 | $742K | Buy |
5,791
+1,530
| +36% | +$196K | 0.29% | 25 |
|
|
2024
Q4 | $322K | Buy |
+4,261
| New | +$322K | 0.11% | 41 |
|
|
2023
Q3 | – | Sell |
-54,448
| Closed | -$835K | – | 40 |
|
|
2023
Q2 | $835K | Sell |
54,448
-240,000
| -82% | -$3.68M | 0.67% | 18 |
|
|
2023
Q1 | $2.49M | Sell |
294,448
-240,000
| -45% | -$2.03M | 1.99% | 15 |
|
|
2022
Q4 | $3.43M | Buy |
+534,448
| New | +$3.43M | 2.92% | 13 |
|