SlateStone Wealth’s Palantir PLTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.96M Sell
73,062
-4,434
-6% -$604K 0.93% 32
2025
Q1
$6.54M Sell
77,496
-31,158
-29% -$2.63M 0.66% 51
2024
Q4
$8.22M Buy
108,654
+792
+0.7% +$59.9K 0.81% 39
2024
Q3
$4.01M Buy
107,862
+3,263
+3% +$121K 0.36% 72
2024
Q2
$2.65M Buy
104,599
+49,763
+91% +$1.26M 0.29% 80
2024
Q1
$1.26M Buy
54,836
+40,300
+277% +$927K 0.13% 132
2023
Q4
$250K Sell
14,536
-8,500
-37% -$146K 0.03% 211
2023
Q3
$369K Hold
23,036
0.05% 182
2023
Q2
$353K Sell
23,036
-4,000
-15% -$61.3K 0.07% 166
2023
Q1
$228K Sell
27,036
-13,300
-33% -$112K 0.05% 192
2022
Q4
$259K Sell
40,336
-200
-0.5% -$1.28K 0.06% 170
2022
Q3
$330K Hold
40,536
0.09% 143
2022
Q2
$368K Sell
40,536
-3,900
-9% -$35.4K 0.09% 133
2022
Q1
$610K Sell
44,436
-2,489
-5% -$34.2K 0.14% 103
2021
Q4
$855K Buy
46,925
+19,975
+74% +$364K 0.18% 94
2021
Q3
$648K Buy
+26,950
New +$648K 0.15% 105