CWM
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ClientFirst Wealth Management’s Palantir PLTR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$624K Hold
4,580
0.64% 17
2025
Q1
$387K Sell
4,580
-1,320
-22% -$111K 0.44% 24
2024
Q4
$446K Buy
+5,900
New +$446K 0.45% 20