Vantage Financial Partners (Wisconsin)’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-30,054
| Closed | -$1.12M | – | 199 |
|
|
2024
Q3 | $1.12M | Sell |
30,054
-29,075
| -49% | -$1.08M | 0.28% | 53 |
|
|
2024
Q2 | $1.5M | Buy |
59,129
+2,405
| +4% | +$60.9K | 0.39% | 32 |
|
|
2024
Q1 | $1.31M | Sell |
56,724
-3,400
| -6% | -$78.2K | 0.35% | 36 |
|
|
2023
Q4 | $1.03M | Buy |
60,124
+10,124
| +20% | +$174K | 0.3% | 41 |
|
|
2023
Q3 | $800K | Buy |
50,000
+19,904
| +66% | +$318K | 0.31% | 29 |
|
|
2023
Q2 | $461K | Buy |
30,096
+9,836
| +49% | +$151K | 0.17% | 40 |
|
|
2023
Q1 | $171K | Hold |
20,260
| – | – | 0.07% | 82 |
|
|
2022
Q4 | $130K | Hold |
20,260
| – | – | 0.08% | 57 |
|
|
2022
Q3 | $165K | Sell |
20,260
-260
| -1% | -$2.12K | 0.11% | 54 |
|
|
2022
Q2 | $186K | Buy |
20,520
+96
| +0.5% | +$870 | 0.11% | 54 |
|
|
2022
Q1 | $280K | Buy |
20,424
+10,342
| +103% | +$142K | 0.14% | 48 |
|
|
2021
Q4 | $184K | Buy |
+10,082
| New | +$184K | 0.07% | 56 |
|