Strategic Wealth Partners’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.26M | Buy |
+23,904
| New | +$3.26M | 0.26% | 80 |
|
|
2024
Q4 | $2.37M | Buy |
20,075
+495
| +3% | +$58.4K | 0.2% | 95 |
|
|
2024
Q3 | $728K | Buy |
19,580
+772
| +4% | +$28.7K | 0.07% | 167 |
|
|
2024
Q2 | $476K | Sell |
18,808
-806
| -4% | -$20.4K | 0.05% | 200 |
|
|
2024
Q1 | $451K | Buy |
19,614
+9,431
| +93% | +$217K | 0.05% | 202 |
|
|
2023
Q4 | $175K | Buy |
+10,183
| New | +$175K | 0.02% | 270 |
|
|
2022
Q1 | – | Sell |
-146,150
| Closed | -$2.66M | – | 283 |
|
|
2021
Q4 | $2.66M | Buy |
+146,150
| New | +$2.66M | 0.5% | 63 |
|