Valeo 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 | $7.28M | Buy |
53,395
+7,071
| +15% | +$964K | 0.18% | 63 |
|
|
2025
Q1 | $3.91M | Buy |
46,324
+157
| +0.3% | +$13.3K | 0.11% | 88 |
|
|
2024
Q4 | $3.49M | Buy |
46,167
+9,314
| +25% | +$704K | 0.1% | 98 |
|
|
2024
Q3 | $1.37M | Buy |
36,853
+676
| +2% | +$25.1K | 0.04% | 204 |
|
|
2024
Q2 | $916K | Buy |
36,177
+416
| +1% | +$10.5K | 0.03% | 256 |
|
|
2024
Q1 | $772K | Buy |
35,761
+4,390
| +14% | +$94.8K | 0.03% | 278 |
|
|
2023
Q4 | $539K | Buy |
31,371
+675
| +2% | +$11.6K | 0.02% | 341 |
|
|
2023
Q3 | $491K | Buy |
30,696
+7,295
| +31% | +$117K | 0.02% | 337 |
|
|
2023
Q2 | $359K | Sell |
23,401
-5,140
| -18% | -$78.8K | 0.02% | 391 |
|
|
2023
Q1 | $241K | Buy |
28,541
+4,800
| +20% | +$40.6K | 0.01% | 502 |
|
|
2022
Q4 | $152K | Buy |
23,741
+2,380
| +11% | +$15.3K | 0.01% | 499 |
|
|
2022
Q3 | $174K | Sell |
21,361
-10,157
| -32% | -$82.7K | 0.01% | 443 |
|
|
2022
Q2 | $286K | Sell |
31,518
-6,188
| -16% | -$56.2K | 0.02% | 357 |
|
|
2022
Q1 | $518K | Buy |
37,706
+3,585
| +11% | +$49.3K | 0.03% | 306 |
|
|
2021
Q4 | $621K | Buy |
34,121
+3,591
| +12% | +$65.4K | 0.03% | 258 |
|
|
2021
Q3 | $734K | Buy |
30,530
+4,480
| +17% | +$108K | 0.04% | 220 |
|
|
2021
Q2 | $687K | Buy |
26,050
+5,420
| +26% | +$143K | 0.04% | 199 |
|
|
2021
Q1 | $480K | Buy |
20,630
+10,688
| +108% | +$249K | 0.02% | 273 |
|
|
2020
Q4 | $234K | Buy |
+9,942
| New | +$234K | 0.01% | 377 |
|