United Advisor Group’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.3M | Buy |
90,172
+3,675
| +4% | +$501K | 2.13% | 6 |
|
|
2025
Q1 | $7.3M | Sell |
86,497
-11,528
| -12% | -$973K | 1.5% | 12 |
|
|
2024
Q4 | $7.41M | Sell |
98,025
-3,183
| -3% | -$241K | 1.47% | 12 |
|
|
2024
Q3 | $3.76M | Buy |
101,208
+15,047
| +17% | +$560K | 0.85% | 24 |
|
|
2024
Q2 | $2.18M | Buy |
86,161
+7,974
| +10% | +$202K | 0.68% | 40 |
|
|
2024
Q1 | $1.8M | Buy |
+78,187
| New | +$1.8M | 0.68% | 43 |
|