Schwarz Dygos Wheeler Investment 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 | $1M | Sell |
7,337
-350
| -5% | -$47.7K | 0.23% | 68 |
|
|
2025
Q1 | $649K | Sell |
7,687
-11,166
| -59% | -$942K | 0.15% | 92 |
|
|
2024
Q4 | $1.43M | Buy |
18,853
+1,033
| +6% | +$78.1K | 0.35% | 53 |
|
|
2024
Q3 | $663K | Buy |
17,820
+63
| +0.4% | +$2.34K | 0.17% | 92 |
|
|
2024
Q2 | $450K | Buy |
17,757
+100
| +0.6% | +$2.53K | 0.12% | 96 |
|
|
2024
Q1 | $406K | Buy |
17,657
+1,850
| +12% | +$42.6K | 0.11% | 106 |
|
|
2023
Q4 | $271K | Buy |
15,807
+120
| +0.8% | +$2.06K | 0.08% | 125 |
|
|
2023
Q3 | $251K | Buy |
15,687
+495
| +3% | +$7.92K | 0.09% | 120 |
|
|
2023
Q2 | $233K | Buy |
15,192
+3,410
| +29% | +$52.3K | 0.08% | 126 |
|
|
2023
Q1 | $99.6K | Buy |
11,782
+1,077
| +10% | +$9.1K | 0.04% | 133 |
|
|
2022
Q4 | $68.7K | Sell |
10,705
-1,800
| -14% | -$11.6K | 0.03% | 128 |
|
|
2022
Q3 | $102K | Sell |
12,505
-500
| -4% | -$4.08K | 0.05% | 114 |
|
|
2022
Q2 | $118K | Hold |
13,005
| – | – | 0.05% | 124 |
|
|
2022
Q1 | $179K | Buy |
13,005
+2,750
| +27% | +$37.9K | 0.06% | 134 |
|
|
2021
Q4 | $187K | Buy |
+10,255
| New | +$187K | 0.06% | 132 |
|