Private Advisory Group’s Palantir PLTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.63M Sell
19,268
-8,791
-31% -$1.2M 0.24% 72
2025
Q1
$2.37M Buy
28,059
+9,660
+53% +$815K 0.26% 75
2024
Q4
$1.39M Buy
+18,399
New +$1.39M 0.16% 95