Principle Wealth Partners’s Palantir PLTR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.35M Buy
24,554
+2,872
+13% +$392K 0.21% 88
2025
Q1
$1.83M Buy
21,682
+9,393
+76% +$793K 0.13% 123
2024
Q4
$929K Sell
12,289
-9,111
-43% -$689K 0.07% 162
2024
Q3
$796K Buy
21,400
+2,392
+13% +$89K 0.06% 174
2024
Q2
$481K Buy
19,008
+8,527
+81% +$216K 0.04% 224
2024
Q1
$241K Buy
10,481
+481
+5% +$11.1K 0.02% 313
2023
Q4
$172K Buy
+10,000
New +$172K 0.01% 331