Perennial 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 | $5.13M | Sell |
37,649
-862
| -2% | -$118K | 0.5% | 40 |
|
|
2025
Q1 | $3.25M | Buy |
38,511
+1,831
| +5% | +$155K | 0.37% | 52 |
|
|
2024
Q4 | $2.77M | Buy |
36,680
+8,389
| +30% | +$634K | 0.33% | 63 |
|
|
2024
Q3 | $1.05M | Buy |
28,291
+6,576
| +30% | +$245K | 0.14% | 128 |
|
|
2024
Q2 | $550K | Buy |
21,715
+8,941
| +70% | +$226K | 0.08% | 188 |
|
|
2024
Q1 | $294K | Buy |
12,774
+2,642
| +26% | +$60.8K | 0.04% | 261 |
|
|
2023
Q4 | $174K | Sell |
10,132
-4,533
| -31% | -$77.8K | 0.03% | 313 |
|
|
2023
Q3 | $235K | Sell |
14,665
-3,771
| -20% | -$60.3K | 0.04% | 272 |
|
|
2023
Q2 | $283K | Sell |
18,436
-16,669
| -47% | -$256K | 0.05% | 248 |
|
|
2023
Q1 | $297K | Buy |
35,105
+18,050
| +106% | +$153K | 0.06% | 238 |
|
|
2022
Q4 | $109K | Sell |
17,055
-1,585
| -9% | -$10.2K | 0.04% | 214 |
|
|
2022
Q3 | $152K | Buy |
18,640
+65
| +0.3% | +$530 | 0.07% | 191 |
|
|
2022
Q2 | $167K | Buy |
18,575
+1,885
| +11% | +$16.9K | 0.07% | 192 |
|
|
2022
Q1 | $230K | Buy |
16,690
+358
| +2% | +$4.93K | 0.07% | 188 |
|
|
2021
Q4 | $299K | Buy |
16,332
+505
| +3% | +$9.25K | 0.09% | 172 |
|
|
2021
Q3 | $382K | Sell |
15,827
-8,705
| -35% | -$210K | 0.14% | 137 |
|
|
2021
Q2 | $647K | Buy |
+24,532
| New | +$647K | 0.24% | 93 |
|
|
2021
Q1 | – | Sell |
-10,332
| Closed | -$243K | – | 214 |
|
|
2020
Q4 | $243K | Buy |
+10,332
| New | +$243K | 0.1% | 138 |
|