Parisi Gray Wealth Management’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $16.3M | Sell |
119,492
-276
| -0.2% | -$37.6K | 4.67% | 5 |
|
2025
Q1 | $10.1M | Buy |
119,768
+7,057
| +6% | +$596K | 3.3% | 8 |
|
2024
Q4 | $8.52M | Sell |
112,711
-14,266
| -11% | -$1.08M | 2.71% | 10 |
|
2024
Q3 | $4.72M | Buy |
126,977
+23,004
| +22% | +$856K | 1.56% | 20 |
|
2024
Q2 | $2.63M | Buy |
103,973
+5,138
| +5% | +$130K | 0.94% | 24 |
|
2024
Q1 | $2.27M | Buy |
98,835
+12,082
| +14% | +$278K | 0.85% | 25 |
|
2023
Q4 | $1.49M | Buy |
86,753
+2,095
| +2% | +$36K | 0.6% | 34 |
|
2023
Q3 | $1.35M | Buy |
84,658
+6,912
| +9% | +$111K | 0.62% | 36 |
|
2023
Q2 | $657K | Hold |
77,746
| – | – | 0.3% | 60 |
|
2023
Q1 | $657K | Hold |
77,746
| – | – | 0.41% | 45 |
|
2022
Q4 | $499K | Hold |
77,746
| – | – | 0.25% | 67 |
|
2022
Q3 | $632K | Buy |
77,746
+152
| +0.2% | +$1.24K | 0.48% | 42 |
|
2022
Q2 | $704K | Sell |
77,594
-332
| -0.4% | -$3.01K | 0.37% | 55 |
|
2022
Q1 | $1.07M | Sell |
77,926
-25,002
| -24% | -$343K | 0.43% | 50 |
|
2021
Q4 | $1.87M | Buy |
102,928
+80,000
| +349% | +$1.46M | 0.7% | 35 |
|
2021
Q3 | $558K | Hold |
22,928
| – | – | 0.23% | 77 |
|
2021
Q2 | $604K | Hold |
22,928
| – | – | 0.22% | 77 |
|
2021
Q1 | $534K | Buy |
22,928
+928
| +4% | +$21.6K | 0.22% | 77 |
|
2020
Q4 | $518K | Buy |
22,000
+1,000
| +5% | +$23.5K | 0.23% | 76 |
|
2020
Q3 | $200K | Buy |
+21,000
| New | +$200K | 0.1% | 107 |
|