WANY
Wealthspire Advisors (New York)’s Palantir PLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6M | Buy |
77,813
+25,331
| +48% | +$3.45M | 0.06% | 108 |
|
|
2025
Q1 | $4.43M | Sell |
52,482
-30,534
| -37% | -$2.58M | 0.03% | 170 |
|
|
2024
Q4 | $6.28M | Buy |
83,016
+6,953
| +9% | +$526K | 0.06% | 133 |
|
|
2024
Q3 | $2.83M | Sell |
76,063
-38,829
| -34% | -$1.44M | 0.03% | 201 |
|
|
2024
Q2 | $2.91M | Buy |
114,892
+1,334
| +1% | +$33.8K | 0.04% | 154 |
|
|
2024
Q1 | $2.61M | Buy |
113,558
+100
| +0.1% | +$2.3K | 0.03% | 166 |
|
|
2023
Q4 | $1.95M | Sell |
113,458
-22,870
| -17% | -$393K | 0.03% | 198 |
|
|
2023
Q3 | $2.18M | Sell |
136,328
-20,300
| -13% | -$325K | 0.04% | 161 |
|
|
2023
Q2 | $2.4M | Sell |
156,628
-252
| -0.2% | -$3.86K | 0.04% | 136 |
|
|
2023
Q1 | $1.33M | Buy |
156,880
+2,975
| +2% | +$25.1K | 0.02% | 204 |
|
|
2022
Q4 | $988K | Sell |
153,905
-200
| -0.1% | -$1.28K | 0.02% | 263 |
|
|
2022
Q3 | $1.25M | Buy |
154,105
+719
| +0.5% | +$5.85K | 0.03% | 192 |
|
|
2022
Q2 | $1.39M | Buy |
153,386
+195
| +0.1% | +$1.77K | 0.03% | 180 |
|
|
2022
Q1 | $2.1M | Buy |
153,191
+31,632
| +26% | +$434K | 0.05% | 121 |
|
|
2021
Q4 | $2.21M | Sell |
121,559
-1,347
| -1% | -$24.5K | 0.05% | 139 |
|
|
2021
Q3 | $2.96M | Sell |
122,906
-37,844
| -24% | -$910K | 0.06% | 127 |
|
|
2021
Q2 | $4.24M | Sell |
160,750
-930
| -0.6% | -$24.5K | 0.11% | 72 |
|
|
2021
Q1 | $3.77M | Buy |
+161,680
| New | +$3.77M | 0.09% | 111 |
|