CWA
Clarus Wealth Advisors’s Palantir PLTR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.38M | Buy |
17,058
+667
| +4% | +$93.2K | 1.1% | 24 |
|
2025
Q1 | $1.51M | Sell |
16,391
-783
| -5% | -$72K | 0.81% | 32 |
|
2024
Q4 | $1.12M | Sell |
17,174
-5,973
| -26% | -$388K | 0.56% | 43 |
|
2024
Q3 | $900K | Sell |
23,147
-6,252
| -21% | -$243K | 0.46% | 49 |
|
2024
Q2 | $836K | Buy |
+29,399
| New | +$836K | 0.44% | 49 |
|