CWM
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Congress Wealth Management’s Palantir PLTR Stock Holding History

Congress Wealth Management’s Portfolio PLTR Stock Details PLTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.8M Buy
27,874
+5,799
+26% +$791K 0.04% 435
2025
Q1 		$1.91M Buy
22,075
+13,512
+158% +$1.17M 0.02% 503
2024
Q4 		$648K Buy
+8,563
New +$648K 0.01% 587