Plante Moran Financial 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 | $71.8K | Buy |
527
+13
| +3% | +$1.77K | 0.01% | 284 |
|
|
2025
Q1 | $43.4K | Sell |
514
-54
| -10% | -$4.56K | ﹤0.01% | 365 |
|
|
2024
Q4 | $43K | Buy |
568
+8
| +1% | +$605 | ﹤0.01% | 373 |
|
|
2024
Q3 | $20.8K | Hold |
560
| – | – | ﹤0.01% | 522 |
|
|
2024
Q2 | $14.2K | Buy |
560
+440
| +367% | +$11.1K | ﹤0.01% | 527 |
|
|
2024
Q1 | $2.76K | Hold |
120
| – | – | ﹤0.01% | 743 |
|
|
2023
Q4 | $2.06K | Hold |
120
| – | – | ﹤0.01% | 720 |
|
|
2023
Q3 | $1.92K | Buy |
+120
| New | +$1.92K | ﹤0.01% | 663 |
|
|
2023
Q1 | – | Sell |
-409
| Closed | -$2.63K | – | 907 |
|
|
2022
Q4 | $2.63K | Buy |
409
+111
| +37% | +$713 | ﹤0.01% | 723 |
|
|
2022
Q3 | $2K | Buy |
+298
| New | +$2K | ﹤0.01% | 793 |
|
|
2022
Q1 | – | Sell |
-352
| Closed | -$6K | – | 962 |
|
|
2021
Q4 | $6K | Buy |
+352
| New | +$6K | ﹤0.01% | 792 |
|
|
2021
Q2 | – | Sell |
-2,000
| Closed | -$47K | – | 1069 |
|
|
2021
Q1 | $47K | Buy |
+2,000
| New | +$47K | 0.01% | 379 |
|