Trek Financial’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $375K | Buy |
+2,754
| New | +$375K | 0.03% | 304 |
|
|
2025
Q1 | – | Sell |
-16,991
| Closed | -$1.29M | – | 431 |
|
|
2024
Q4 | $1.29M | Buy |
+16,991
| New | +$1.29M | 0.1% | 168 |
|
|
2024
Q3 | – | Sell |
-214,268
| Closed | -$5.43M | – | 438 |
|
|
2024
Q2 | $5.43M | Buy |
+214,268
| New | +$5.43M | 0.43% | 65 |
|