CWM
Centric Wealth Management’s Palantir PLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.71M | Buy |
30,556
+1,117
| +4% | +$209K | 1.36% | 16 |
|
|
2025
Q1 | $2.48M | Buy |
29,439
+6,305
| +27% | +$532K | 0.65% | 54 |
|
|
2024
Q4 | $1.75M | Buy |
23,134
+19,393
| +518% | +$1.47M | 0.47% | 66 |
|
|
2024
Q3 | $208K | Buy |
+3,741
| New | +$208K | 0.06% | 166 |
|
|
2021
Q2 | – | Sell |
-225,400
| Closed | -$5.25M | – | 181 |
|
|
2021
Q1 | $5.25M | Buy |
225,400
+200,300
| +798% | +$4.67M | 1.5% | 7 |
|
|
2020
Q4 | $591K | Buy |
+25,100
| New | +$591K | 0.18% | 115 |
|