Sequoia Financial 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
$40.3M Buy
295,368
+10,560
+4% +$1.44M 0.28% 74
2025
Q1
$24M Buy
284,808
+3,080
+1% +$260K 0.19% 107
2024
Q4
$21.3M Sell
281,728
-8,478
-3% -$641K 0.21% 103
2024
Q3
$10.8M Sell
290,206
-2,265
-0.8% -$84.3K 0.12% 144
2024
Q2
$7.41M Buy
292,471
+60,747
+26% +$1.54M 0.09% 155
2024
Q1
$5.33M Buy
231,724
+29,435
+15% +$677K 0.07% 194
2023
Q4
$3.47M Buy
202,289
+179,884
+803% +$3.09M 0.04% 254
2023
Q3
$358K Buy
22,405
+1,091
+5% +$17.5K 0.01% 616
2023
Q2
$327K Buy
+21,314
New +$327K 0.01% 660