Venturi Wealth Management’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.54M | Buy |
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|
2025
Q2 | $1.79M | Buy |
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|
2025
Q1 | $986K | Sell |
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|
2024
Q4 | $1.56M | Buy |
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|
2024
Q3 | $625K | Buy |
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|
2024
Q2 | $272K | Buy |
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|
2024
Q1 | $215K | Buy |
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|
2023
Q4 | $45.5K | Hold |
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|
2023
Q3 | $42.4K | Buy |
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|
2023
Q2 | $26.9K | Sell |
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|
2023
Q1 | $15.3K | Buy |
|