Venturi 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 | $1.79M | Buy |
13,112
+1,433
| +12% | +$195K | 0.09% | 135 |
|
|
2025
Q1 | $986K | Sell |
11,679
-8,987
| -43% | -$759K | 0.05% | 207 |
|
|
2024
Q4 | $1.56M | Buy |
20,666
+3,867
| +23% | +$292K | 0.08% | 154 |
|
|
2024
Q3 | $625K | Buy |
16,799
+6,066
| +57% | +$226K | 0.03% | 254 |
|
|
2024
Q2 | $272K | Buy |
10,733
+1,373
| +15% | +$34.8K | 0.02% | 362 |
|
|
2024
Q1 | $215K | Buy |
9,360
+6,710
| +253% | +$154K | 0.01% | 342 |
|
|
2023
Q4 | $45.5K | Hold |
2,650
| – | – | ﹤0.01% | 502 |
|
|
2023
Q3 | $42.4K | Buy |
2,650
+896
| +51% | +$14.3K | ﹤0.01% | 497 |
|
|
2023
Q2 | $26.9K | Sell |
1,754
-62
| -3% | -$950 | ﹤0.01% | 505 |
|
|
2023
Q1 | $15.3K | Buy |
+1,816
| New | +$15.3K | ﹤0.01% | 645 |
|