SW
SkyOak Wealth’s Palantir PLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $516K | Sell |
3,784
-1,130
| -23% | -$154K | 0.1% | 125 |
|
|
2025
Q1 | $415K | Sell |
4,914
-373
| -7% | -$31.5K | 0.09% | 132 |
|
|
2024
Q4 | $400K | Sell |
5,287
-889
| -14% | -$67.2K | 0.09% | 136 |
|
|
2024
Q3 | $230K | Buy |
+6,176
| New | +$230K | 0.05% | 210 |
|