TriaGen Wealth Management’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Sell |
9,963
-23,296
| -70% | -$3.18M | 0.41% | 68 |
|
|
2025
Q1 | $2.81M | Buy |
33,259
+22,120
| +199% | +$1.87M | 0.99% | 20 |
|
|
2024
Q4 | $842K | Sell |
11,139
-3,044
| -21% | -$230K | 0.28% | 75 |
|
|
2024
Q3 | $528K | Buy |
14,183
+156
| +1% | +$5.8K | 0.18% | 105 |
|
|
2024
Q2 | $355K | Buy |
14,027
+40
| +0.3% | +$1.01K | 0.14% | 123 |
|
|
2024
Q1 | $322K | Sell |
13,987
-193
| -1% | -$4.44K | 0.13% | 128 |
|
|
2023
Q4 | $243K | Buy |
14,180
+3,508
| +33% | +$60.2K | 0.12% | 142 |
|
|
2023
Q3 | $171K | Buy |
10,672
+18
| +0.2% | +$288 | 0.09% | 148 |
|
|
2023
Q2 | $163K | Buy |
+10,654
| New | +$163K | 0.07% | 162 |
|