Carson Wealth (CWM LLC)’s Palantir PLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47.3M | Buy |
346,675
+153,373
| +79% | +$20.9M | 0.17% | 117 |
|
|
2025
Q1 | $16.3M | Buy |
193,302
+40,209
| +26% | +$3.39M | 0.07% | 255 |
|
|
2024
Q4 | $11.6M | Buy |
153,093
+40,196
| +36% | +$3.04M | 0.05% | 296 |
|
|
2024
Q3 | $4.2M | Buy |
112,897
+16,552
| +17% | +$616K | 0.02% | 482 |
|
|
2024
Q2 | $2.44M | Buy |
96,345
+27,252
| +39% | +$690K | 0.01% | 587 |
|
|
2024
Q1 | $1.59M | Buy |
69,093
+29,057
| +73% | +$669K | 0.01% | 687 |
|
|
2023
Q4 | $687K | Sell |
40,036
-1,877
| -4% | -$32.2K | ﹤0.01% | 946 |
|
|
2023
Q3 | $671K | Buy |
41,913
+4,638
| +12% | +$74.3K | ﹤0.01% | 884 |
|
|
2023
Q2 | $571K | Buy |
37,275
+9,974
| +37% | +$153K | ﹤0.01% | 898 |
|
|
2023
Q1 | $231K | Buy |
27,301
+3,488
| +15% | +$29.5K | ﹤0.01% | 1145 |
|
|
2022
Q4 | $153K | Buy |
23,813
+5,025
| +27% | +$32.3K | ﹤0.01% | 1200 |
|
|
2022
Q3 | $153K | Buy |
18,788
+13
| +0.1% | +$106 | ﹤0.01% | 1154 |
|
|
2022
Q2 | $170K | Sell |
18,775
-768
| -4% | -$6.95K | ﹤0.01% | 1102 |
|
|
2022
Q1 | $268K | Buy |
19,543
+1,851
| +10% | +$25.4K | ﹤0.01% | 927 |
|
|
2021
Q4 | $322K | Buy |
+17,692
| New | +$322K | ﹤0.01% | 842 |
|
|
2021
Q2 | $544K | Hold |
20,649
| – | – | ﹤0.01% | 659 |
|
|
2021
Q1 | $544K | Hold |
20,649
| – | – | ﹤0.01% | 659 |
|
|
2020
Q4 | $544K | Hold |
20,649
| – | – | ﹤0.01% | 659 |
|
|
2020
Q3 | $544K | Hold |
20,649
| – | – | ﹤0.01% | 659 |
|
|
2020
Q2 | $544K | Hold |
20,649
| – | – | ﹤0.01% | 659 |
|
|
2020
Q1 | $544K | Hold |
20,649
| – | – | ﹤0.01% | 659 |
|
|
2019
Q4 | $544K | Hold |
20,649
| – | – | ﹤0.01% | 659 |
|
|
2019
Q3 | $544K | Hold |
20,649
| – | – | ﹤0.01% | 659 |
|
|
2019
Q2 | $544K | Hold |
20,649
| – | – | ﹤0.01% | 659 |
|
|
2019
Q1 | $544K | Buy |
+20,649
| New | +$544K | ﹤0.01% | 659 |
|