Wealthcare Advisory Partners’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.22M | Buy |
30,961
+6,770
| +28% | +$923K | 0.1% | 174 |
|
2025
Q1 | $2.04M | Sell |
24,191
-1,328
| -5% | -$112K | 0.05% | 279 |
|
2024
Q4 | $1.93M | Sell |
25,519
-4,070
| -14% | -$308K | 0.05% | 280 |
|
2024
Q3 | $1.1M | Sell |
29,589
-11,277
| -28% | -$420K | 0.03% | 400 |
|
2024
Q2 | $1.04M | Buy |
40,866
+17,745
| +77% | +$449K | 0.03% | 374 |
|
2024
Q1 | $532K | Buy |
23,121
+1,459
| +7% | +$33.6K | 0.02% | 528 |
|
2023
Q4 | $372K | Buy |
21,662
+793
| +4% | +$13.6K | 0.01% | 548 |
|
2023
Q3 | $334K | Buy |
20,869
+1,824
| +10% | +$29.2K | 0.02% | 524 |
|
2023
Q2 | $292K | Buy |
+19,045
| New | +$292K | 0.01% | 570 |
|
2023
Q1 | – | Sell |
-18,631
| Closed | -$120K | – | 726 |
|
2022
Q4 | $120K | Buy |
+18,631
| New | +$120K | 0.01% | 678 |
|
2021
Q4 | – | Sell |
-9,456
| Closed | -$227K | – | 606 |
|
2021
Q3 | $227K | Sell |
9,456
-162
| -2% | -$3.89K | 0.01% | 494 |
|
2021
Q2 | $254K | Buy |
9,618
+152
| +2% | +$4.01K | 0.02% | 460 |
|
2021
Q1 | $220K | Buy |
+9,466
| New | +$220K | 0.02% | 456 |
|