WealthPLAN 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 | $2.1M | Sell |
15,430
-288
| -2% | -$39.3K | 0.34% | 93 |
|
2025
Q1 | $1.33M | Buy |
15,718
+1,916
| +14% | +$162K | 0.19% | 106 |
|
2024
Q4 | $1.04M | Buy |
13,802
+4,589
| +50% | +$347K | 0.15% | 123 |
|
2024
Q3 | $343K | Sell |
9,213
-3,397
| -27% | -$126K | 0.05% | 221 |
|
2024
Q2 | $319K | Buy |
+12,610
| New | +$319K | 0.03% | 244 |
|
2023
Q3 | – | Sell |
-2,842
| Closed | -$43.6K | – | 912 |
|
2023
Q2 | $43.6K | Buy |
2,842
+135
| +5% | +$2.07K | 0.01% | 533 |
|
2023
Q1 | $22.9K | Buy |
+2,707
| New | +$22.9K | ﹤0.01% | 698 |
|