Surience Private 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 | $2.51M | Buy |
18,386
+13,258
| +259% | +$1.81M | 2.35% | 16 |
|
|
2025
Q1 | $433K | Sell |
5,128
-36,739
| -88% | -$3.1M | 0.75% | 19 |
|
|
2024
Q4 | $3.17M | Sell |
41,867
-68,031
| -62% | -$5.15M | 4.09% | 13 |
|
|
2024
Q3 | $4.09M | Buy |
+109,898
| New | +$4.09M | 4.18% | 7 |
|
|
2024
Q2 | – | Sell |
-173,917
| Closed | -$4M | – | 36 |
|
|
2024
Q1 | $4M | Buy |
+173,917
| New | +$4M | 3.79% | 8 |
|