Schwarz Dygos Wheeler Investment Advisors’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.28M | Sell |
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|
2025
Q2 | $1M | Sell |
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|
2025
Q1 | $649K | Sell |
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|
2024
Q4 | $1.43M | Buy |
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|
2024
Q3 | $663K | Buy |
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|
2024
Q2 | $450K | Buy |
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|
2024
Q1 | $406K | Buy |
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|
2023
Q4 | $271K | Buy |
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|
2023
Q3 | $251K | Buy |
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|
2023
Q2 | $233K | Buy |
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|
2023
Q1 | $99.6K | Buy |
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|
2022
Q4 | $68.7K | Sell |
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|
2022
Q3 | $102K | Sell |
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|
2022
Q2 | $118K | Hold |
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|
2022
Q1 | $179K | Buy |
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|
2021
Q4 | $187K | Buy |
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