SVB 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 | $3.5M | Sell |
25,693
-11,611
| -31% | -$1.58M | 0.19% | 107 |
|
|
2025
Q1 | $3.15M | Sell |
37,304
-3,040
| -8% | -$257K | 0.13% | 88 |
|
|
2024
Q4 | $3.05M | Buy |
+40,344
| New | +$3.05M | 0.06% | 186 |
|
|
2024
Q3 | – | Sell |
-21,751
| Closed | -$551K | – | 444 |
|
|
2024
Q2 | $551K | Sell |
21,751
-8,123
| -27% | -$206K | 0.01% | 413 |
|
|
2024
Q1 | $687K | Buy |
29,874
+7,352
| +33% | +$169K | 0.02% | 412 |
|
|
2023
Q4 | $387K | Sell |
22,522
-72,616
| -76% | -$1.25M | 0.01% | 554 |
|
|
2023
Q3 | $1.52M | Buy |
95,138
+149
| +0.2% | +$2.38K | 0.03% | 263 |
|
|
2023
Q2 | $1.46M | Buy |
94,989
+112
| +0.1% | +$1.72K | 0.03% | 285 |
|
|
2023
Q1 | $802K | Buy |
94,877
+725
| +0.8% | +$6.13K | 0.01% | 424 |
|
|
2022
Q4 | $604K | Buy |
94,152
+9,751
| +12% | +$62.6K | 0.01% | 513 |
|
|
2022
Q3 | $686K | Buy |
84,401
+12,409
| +17% | +$101K | 0.01% | 448 |
|
|
2022
Q2 | $653K | Sell |
71,992
-2,880
| -4% | -$26.1K | 0.01% | 393 |
|
|
2022
Q1 | $1.03M | Buy |
+74,872
| New | +$1.03M | 0.01% | 320 |
|
|
2021
Q4 | – | Sell |
-36,362
| Closed | -$875K | – | 920 |
|
|
2021
Q3 | $875K | Buy |
36,362
+287
| +0.8% | +$6.91K | 0.01% | 430 |
|
|
2021
Q2 | $951K | Buy |
36,075
+21,932
| +155% | +$578K | 0.01% | 397 |
|
|
2021
Q1 | $329K | Buy |
+14,143
| New | +$329K | ﹤0.01% | 650 |
|