Perigon 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 | $16M | Buy |
123,322
+10,379
| +9% | +$1.35M | 0.37% | 56 |
|
|
2025
Q1 | $9.53M | Sell |
112,943
-1,412
| -1% | -$119K | 0.24% | 93 |
|
|
2024
Q4 | $7.92M | Sell |
114,355
-54,956
| -32% | -$3.81M | 0.19% | 109 |
|
|
2024
Q3 | $6.3M | Buy |
169,311
+27,080
| +19% | +$1.01M | 0.17% | 126 |
|
|
2024
Q2 | $3.6M | Buy |
142,231
+3,334
| +2% | +$84.5K | 0.1% | 173 |
|
|
2024
Q1 | $3.2M | Buy |
138,897
+11,754
| +9% | +$270K | 0.1% | 192 |
|
|
2023
Q4 | $2.18M | Sell |
127,143
-211
| -0.2% | -$3.62K | 0.07% | 216 |
|
|
2023
Q3 | $2.04M | Sell |
127,354
-10,738
| -8% | -$172K | 0.08% | 204 |
|
|
2023
Q2 | $2.12M | Sell |
138,092
-3,056
| -2% | -$46.8K | 0.08% | 204 |
|
|
2023
Q1 | $1.19M | Sell |
141,148
-19,155
| -12% | -$162K | 0.07% | 241 |
|
|
2022
Q4 | $1.03M | Buy |
160,303
+1,496
| +0.9% | +$9.6K | 0.06% | 257 |
|
|
2022
Q3 | $1.29M | Buy |
158,807
+2,345
| +1% | +$19.1K | 0.11% | 173 |
|
|
2022
Q2 | $1.42M | Buy |
156,462
+1,464
| +0.9% | +$13.3K | 0.12% | 161 |
|
|
2022
Q1 | $2.13M | Sell |
154,998
-2,422
| -2% | -$33.3K | 0.15% | 128 |
|
|
2021
Q4 | $2.87M | Buy |
157,420
+3,499
| +2% | +$63.7K | 0.21% | 97 |
|
|
2021
Q3 | $3.7M | Sell |
153,921
-4,844
| -3% | -$116K | 0.32% | 71 |
|
|
2021
Q2 | $4.19M | Sell |
158,765
-26,938
| -15% | -$710K | 0.37% | 54 |
|
|
2021
Q1 | $4.33M | Buy |
185,703
+174,618
| +1,575% | +$4.07M | 0.44% | 45 |
|
|
2020
Q4 | $261K | Buy |
+11,085
| New | +$261K | 0.03% | 352 |
|