AWM
Axxcess Wealth Management’s Palantir PLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13M | Sell |
95,315
-3,068
| -3% | -$418K | 0.3% | 68 |
|
|
2025
Q1 | $8.3M | Sell |
98,383
-2,199
| -2% | -$186K | 0.22% | 82 |
|
|
2024
Q4 | $7.61M | Sell |
100,582
-897
| -0.9% | -$67.8K | 0.18% | 95 |
|
|
2024
Q3 | $3.78M | Buy |
101,479
+39,509
| +64% | +$1.47M | 0.09% | 165 |
|
|
2024
Q2 | $1.57M | Buy |
61,970
+44,943
| +264% | +$1.14M | 0.04% | 294 |
|
|
2024
Q1 | $392K | Buy |
17,027
+4,123
| +32% | +$94.9K | 0.01% | 596 |
|
|
2023
Q4 | $222K | Buy |
12,904
+824
| +7% | +$14.1K | 0.01% | 743 |
|
|
2023
Q3 | $193K | Buy |
+12,080
| New | +$193K | 0.01% | 743 |
|
|
2022
Q2 | – | Sell |
-16,050
| Closed | -$220K | – | 623 |
|
|
2022
Q1 | $220K | Sell |
16,050
-23,865
| -60% | -$327K | 0.02% | 552 |
|
|
2021
Q4 | $727K | Buy |
+39,915
| New | +$727K | 0.05% | 276 |
|