Wetzel Investment Advisors’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,400
| Closed | -$257K | – | 125 |
|
|
2024
Q4 | $257K | Buy |
+3,400
| New | +$257K | 0.13% | 105 |
|
|
2024
Q3 | – | Sell |
-2,900
| Closed | -$66.7K | – | 682 |
|
|
2024
Q2 | $66.7K | Hold |
2,900
| – | – | 0.04% | 211 |
|
|
2024
Q1 | $61.3K | Hold |
2,900
| – | – | 0.04% | 226 |
|
|
2023
Q4 | $50K | Buy |
+2,900
| New | +$50K | 0.03% | 248 |
|