SOA Wealth Advisors’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $526K | Buy |
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|
2025
Q2 | $297K | Buy |
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|
2025
Q1 | $126K | Buy |
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|
2024
Q4 | $52.9K | Buy |
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|
2024
Q3 | $12.8K | Buy |
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|
2024
Q2 | $4.71K | Hold |
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|
2024
Q1 | $4.28K | Hold |
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|
2023
Q4 | $3.19K | Hold |
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|
2023
Q3 | $2.98K | Sell |
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|
2023
Q2 | $3.77K | Hold |
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|
2023
Q1 | $2.08K | Hold |
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|
2022
Q4 | $1.58K | Hold |
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|
2022
Q3 | $1K | Hold |
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|
2022
Q2 | $2K | Hold |
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|
2022
Q1 | $3K | Hold |
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|
2021
Q4 | $4K | Sell |
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|
2021
Q3 | $10K | Hold |
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|
2021
Q2 | $11K | Hold |
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|
2021
Q1 | $10K | Buy |
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|
2020
Q4 | $13K | Buy |
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