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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $537K | Buy |
3,672
+172
| +5% | +$26.3K | 0.1% | 113 |
|
|
2025
Q4 | $622K | Buy |
3,500
+616
| +21% | +$112K | 0.11% | 107 |
|
|
2025
Q3 | $526K | Buy |
2,884
+708
| +33% | +$115K | 0.09% | 123 |
|
|
2025
Q2 | $297K | Buy |
2,176
+680
| +45% | +$79.8K | 0.06% | 165 |
|
|
2025
Q1 | $126K | Buy |
1,496
+796
| +114% | +$69.9K | 0.03% | 236 |
|
|
2024
Q4 | $52.9K | Buy |
700
+355
| +103% | +$20.7K | 0.01% | 324 |
|
|
2024
Q3 | $12.8K | Buy |
345
+159
| +85% | +$4.88K | ﹤0.01% | 509 |
|
|
2024
Q2 | $4.71K | Hold |
186
| – | – | ﹤0.01% | 610 |
|
|
2024
Q1 | $4.28K | Hold |
186
| – | – | ﹤0.01% | 629 |
|
|
2023
Q4 | $3.19K | Hold |
186
| – | – | ﹤0.01% | 647 |
|
|
2023
Q3 | $2.98K | Sell |
186
-60
| -24% | -$956 | ﹤0.01% | 672 |
|
|
2023
Q2 | $3.77K | Hold |
246
| – | – | ﹤0.01% | 653 |
|
|
2023
Q1 | $2.08K | Hold |
246
| – | – | ﹤0.01% | 725 |
|
|
2022
Q4 | $1.58K | Hold |
246
| – | – | ﹤0.01% | 758 |
|
|
2022
Q3 | $1K | Hold |
246
| – | – | ﹤0.01% | 792 |
|
|
2022
Q2 | $2K | Hold |
246
| – | – | ﹤0.01% | 709 |
|
|
2022
Q1 | $3K | Hold |
246
| – | – | ﹤0.01% | 760 |
|
|
2021
Q4 | $4K | Sell |
246
-186
| -43% | -$4.11K | ﹤0.01% | 699 |
|
|
2021
Q3 | $10K | Hold |
432
| – | – | ﹤0.01% | 594 |
|
|
2021
Q2 | $11K | Hold |
432
| – | – | ﹤0.01% | 565 |
|
|
2021
Q1 | $10K | Buy |
432
+60
| +16% | +$1.65K | ﹤0.01% | 518 |
|
|
2020
Q4 | $13K | Buy |
+372
| New | +$6.65K | ﹤0.01% | 471 |
|
Other funds holding PLTR
VCM
VPM
