United Capital Financial Advisors’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.11M | Buy |
52,161
+7,794
| +18% | +$1.06M | 0.06% | 242 |
|
|
2025
Q1 | $3.74M | Buy |
44,367
+8,866
| +25% | +$748K | 0.03% | 311 |
|
|
2024
Q4 | $2.68M | Buy |
35,501
+9,449
| +36% | +$715K | 0.02% | 363 |
|
|
2024
Q3 | $969K | Buy |
26,052
+11,621
| +81% | +$432K | 0.01% | 547 |
|
|
2024
Q2 | $366K | Sell |
14,431
-3,787
| -21% | -$95.9K | ﹤0.01% | 783 |
|
|
2024
Q1 | $419K | Buy |
18,218
+5,200
| +40% | +$120K | ﹤0.01% | 776 |
|
|
2023
Q4 | $224K | Sell |
13,018
-8,560
| -40% | -$147K | ﹤0.01% | 964 |
|
|
2023
Q3 | $345K | Sell |
21,578
-4,007
| -16% | -$64.1K | ﹤0.01% | 708 |
|
|
2023
Q2 | $392K | Buy |
25,585
+750
| +3% | +$11.5K | ﹤0.01% | 721 |
|
|
2023
Q1 | $210K | Sell |
24,835
-2,307
| -8% | -$19.5K | ﹤0.01% | 912 |
|
|
2022
Q4 | $174K | Sell |
27,142
-5,613
| -17% | -$36K | ﹤0.01% | 996 |
|
|
2022
Q3 | $266K | Sell |
32,755
-30,260
| -48% | -$246K | ﹤0.01% | 940 |
|
|
2022
Q2 | $572K | Sell |
63,015
-1,420
| -2% | -$12.9K | ﹤0.01% | 765 |
|
|
2022
Q1 | $885K | Buy |
64,435
+2,298
| +4% | +$31.6K | ﹤0.01% | 689 |
|
|
2021
Q4 | $1.13M | Buy |
62,137
+3,358
| +6% | +$61.2K | 0.01% | 649 |
|
|
2021
Q3 | $1.41M | Sell |
58,779
-1,376
| -2% | -$33.1K | 0.01% | 594 |
|
|
2021
Q2 | $1.59M | Buy |
60,155
+10,617
| +21% | +$280K | 0.01% | 585 |
|
|
2021
Q1 | $1.15M | Buy |
49,538
+27,754
| +127% | +$647K | 0.01% | 630 |
|
|
2020
Q4 | $513K | Buy |
+21,784
| New | +$513K | ﹤0.01% | 832 |
|