BWM
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Bernard Wealth Management’s Palantir PLTR Stock Holding History

Bernard Wealth Management’s Portfolio PLTR Stock Details PLTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$365K Hold
2,680
– – 0.17% 45
2025
Q1 		$226K Buy
2,680
+10
+0.4% +$844 0.11% 55
2024
Q4 		$202K Buy
+2,670
New +$202K 0.1% 57