WBH Advisory’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Sell |
10,565
-7,082
| -40% | -$965K | 0.12% | 124 |
|
|
2025
Q1 | $1.49M | Hold |
17,647
| – | – | 0.14% | 115 |
|
|
2024
Q4 | $1.33M | Sell |
17,647
-6,599
| -27% | -$499K | 0.12% | 122 |
|
|
2024
Q3 | $902K | Sell |
24,246
-13,046
| -35% | -$485K | 0.09% | 161 |
|
|
2024
Q2 | $945K | Buy |
37,292
+12
| +0% | +$304 | 0.1% | 152 |
|
|
2024
Q1 | $858K | Buy |
37,280
+30
| +0.1% | +$690 | 0.09% | 164 |
|
|
2023
Q4 | $640K | Sell |
37,250
-380
| -1% | -$6.53K | 0.07% | 186 |
|
|
2023
Q3 | $602K | Buy |
37,630
+155
| +0.4% | +$2.48K | 0.07% | 185 |
|
|
2023
Q2 | $574K | Buy |
37,475
+225
| +0.6% | +$3.45K | 0.07% | 191 |
|
|
2023
Q1 | $315K | Buy |
+37,250
| New | +$315K | 0.04% | 246 |
|
|
2022
Q3 | $311K | Hold |
38,250
| – | – | 0.04% | 235 |
|
|
2022
Q2 | $366K | Hold |
38,250
| – | – | 0.05% | 228 |
|
|
2022
Q1 | $419K | Hold |
38,250
| – | – | 0.05% | 222 |
|
|
2021
Q4 | $697K | Hold |
38,250
| – | – | 0.08% | 189 |
|
|
2021
Q3 | $920K | Hold |
38,250
| – | – | 0.12% | 150 |
|
|
2021
Q2 | $846K | Buy |
38,250
+1,000
| +3% | +$22.1K | 0.12% | 137 |
|
|
2021
Q1 | $868K | Buy |
+37,250
| New | +$868K | 0.14% | 127 |
|