Carson Wealth (CWM LLC)’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $83.6M | Buy |
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|
2025
Q2 | $47.3M | Buy |
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|
2025
Q1 | $16.3M | Buy |
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|
2024
Q4 | $11.6M | Buy |
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|
2024
Q3 | $4.2M | Buy |
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|
2024
Q2 | $2.44M | Buy |
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|
2024
Q1 | $1.59M | Buy |
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|
2023
Q4 | $687K | Sell |
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|
2023
Q3 | $671K | Buy |
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|
2023
Q2 | $571K | Buy |
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|
2023
Q1 | $231K | Buy |
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|
2022
Q4 | $153K | Buy |
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|
2022
Q3 | $153K | Buy |
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|
2022
Q2 | $170K | Sell |
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|
2022
Q1 | $268K | Buy |
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|
2021
Q4 | $322K | Buy |
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|
2021
Q2 | $544K | Hold |
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|
2021
Q1 | $544K | Hold |
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|
2020
Q4 | $544K | Hold |
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|
2020
Q3 | $544K | Hold |
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|
2020
Q2 | $544K | Hold |
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|
2020
Q1 | $544K | Hold |
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|
2019
Q4 | $544K | Hold |
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|
2019
Q3 | $544K | Hold |
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|
2019
Q2 | $544K | Hold |
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|
2019
Q1 | $544K | Buy |
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