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