Sheets Smith Wealth Management’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $863K | Sell |
6,329
-23
| -0.4% | -$3.14K | 0.1% | 190 |
|
|
2025
Q1 | $536K | Sell |
6,352
-6,317
| -50% | -$533K | 0.07% | 240 |
|
|
2024
Q4 | $958K | Buy |
12,669
+3,747
| +42% | +$283K | 0.12% | 165 |
|
|
2024
Q3 | $332K | Buy |
+8,922
| New | +$332K | 0.04% | 307 |
|
|
2024
Q2 | – | Sell |
-19,125
| Closed | -$440K | – | 397 |
|
|
2024
Q1 | $440K | Buy |
+19,125
| New | +$440K | 0.05% | 265 |
|
|
2022
Q1 | – | Sell |
-12,100
| Closed | -$220K | – | 379 |
|
|
2021
Q4 | $220K | Buy |
12,100
+50
| +0.4% | +$909 | 0.03% | 346 |
|
|
2021
Q3 | $290K | Buy |
+12,050
| New | +$290K | 0.04% | 305 |
|