Visionary Wealth 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 | $2.48M | Sell |
18,221
-1,378
| -7% | -$188K | 0.13% | 170 |
|
2025
Q1 | $1.65M | Sell |
19,599
-2,820
| -13% | -$238K | 0.1% | 195 |
|
2024
Q4 | $1.7M | Buy |
22,419
+1,101
| +5% | +$83.3K | 0.1% | 190 |
|
2024
Q3 | $793K | Buy |
21,318
+734
| +4% | +$27.3K | 0.05% | 282 |
|
2024
Q2 | $521K | Buy |
20,584
+148
| +0.7% | +$3.75K | 0.03% | 322 |
|
2024
Q1 | $470K | Buy |
20,436
+6,512
| +47% | +$150K | 0.03% | 330 |
|
2023
Q4 | $239K | Buy |
13,924
+3,251
| +30% | +$55.8K | 0.02% | 430 |
|
2023
Q3 | $171K | Buy |
+10,673
| New | +$171K | 0.01% | 430 |
|
2022
Q4 | – | Sell |
-12,619
| Closed | -$103K | – | 436 |
|
2022
Q3 | $103K | Buy |
12,619
+1,015
| +9% | +$8.29K | 0.01% | 380 |
|
2022
Q2 | $105K | Buy |
+11,604
| New | +$105K | 0.01% | 412 |
|
2022
Q1 | – | Sell |
-10,349
| Closed | -$188K | – | 450 |
|
2021
Q4 | $188K | Buy |
10,349
+64
| +0.6% | +$1.16K | 0.02% | 360 |
|
2021
Q3 | $247K | Buy |
10,285
+2,055
| +25% | +$49.4K | 0.03% | 267 |
|
2021
Q2 | $217K | Buy |
+8,230
| New | +$217K | 0.02% | 311 |
|