SageView Advisory Group’s Palantir PLTR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$940K Buy
5,957
+631
+12% +$99.6K 0.04% 253
2025
Q1
$450K Sell
5,326
-738
-12% -$62.3K 0.02% 369
2024
Q4
$459K Buy
+6,064
New +$459K 0.02% 358