Waverly 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 | $6.23M | Sell |
45,716
-18,244
| -29% | -$2.49M | 0.07% | 268 |
|
|
2025
Q1 | $5.4M | Sell |
63,960
-22,654
| -26% | -$1.91M | 0.07% | 282 |
|
|
2024
Q4 | $6.55M | Sell |
86,614
-869
| -1% | -$65.7K | 0.1% | 181 |
|
|
2024
Q3 | $3.25M | Sell |
87,483
-30,381
| -26% | -$1.13M | 0.06% | 251 |
|
|
2024
Q2 | $2.99M | Buy |
117,864
+36,004
| +44% | +$912K | 0.06% | 256 |
|
|
2024
Q1 | $1.88M | Buy |
81,860
+6,347
| +8% | +$146K | 0.04% | 265 |
|
|
2023
Q4 | $1.3M | Buy |
+75,513
| New | +$1.3M | 0.05% | 191 |
|