AWM
Affinity Wealth Management’s Palantir PLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.7M | Sell |
122,243
-1,441
| -1% | -$196K | 2.66% | 15 |
|
|
2025
Q1 | $10.4M | Sell |
123,684
-759
| -0.6% | -$64.1K | 1.94% | 16 |
|
|
2024
Q4 | $9.41M | Buy |
124,443
+1,165
| +0.9% | +$88.1K | 1.67% | 18 |
|
|
2024
Q3 | $4.59M | Buy |
+123,278
| New | +$4.59M | 0.81% | 29 |
|