Western Financial Corp’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.16M | Buy |
37,882
+7,971
| +27% | +$1.09M | 2.77% | 5 |
|
|
2025
Q1 | $2.52M | Sell |
29,911
-1,655
| -5% | -$140K | 1.47% | 9 |
|
|
2024
Q4 | $2.39M | Sell |
31,566
-3,076
| -9% | -$233K | 1.31% | 12 |
|
|
2024
Q3 | $1.29M | Sell |
34,642
-5,579
| -14% | -$208K | 0.73% | 34 |
|
|
2024
Q2 | $1.02M | Sell |
40,221
-544
| -1% | -$13.8K | 0.62% | 45 |
|
|
2024
Q1 | $938K | Sell |
40,765
-115
| -0.3% | -$2.65K | 0.57% | 50 |
|
|
2023
Q4 | $702K | Sell |
40,880
-3,449
| -8% | -$59.2K | 0.47% | 63 |
|
|
2023
Q3 | $709K | Sell |
44,329
-4,655
| -10% | -$74.5K | 0.52% | 51 |
|
|
2023
Q2 | $751K | Buy |
+48,984
| New | +$751K | 0.51% | 49 |
|
|
2021
Q4 | – | Sell |
-9,292
| Closed | -$223K | – | 91 |
|
|
2021
Q3 | $223K | Buy |
9,292
+127
| +1% | +$3.05K | 0.13% | 84 |
|
|
2021
Q2 | $242K | Buy |
+9,165
| New | +$242K | 0.13% | 81 |
|