DWM
Destination Wealth Management’s Palantir PLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.95M | Sell |
28,987
-22,843
| -44% | -$3.11M | 0.12% | 103 |
|
|
2025
Q1 | $4.37M | Buy |
51,830
+48,451
| +1,434% | +$4.09M | 0.14% | 100 |
|
|
2024
Q4 | $256K | Sell |
3,379
-43,803
| -93% | -$3.31M | 0.01% | 211 |
|
|
2024
Q3 | $1.76M | Sell |
47,182
-9,864
| -17% | -$367K | 0.05% | 114 |
|
|
2024
Q2 | $1.44M | Sell |
57,046
-38,718
| -40% | -$981K | 0.05% | 116 |
|
|
2024
Q1 | $2.2M | Buy |
+95,764
| New | +$2.2M | 0.07% | 104 |
|
|
2023
Q4 | – | Sell |
-22,260
| Closed | -$356K | – | 201 |
|
|
2023
Q3 | $356K | Sell |
22,260
-7,563
| -25% | -$121K | 0.01% | 156 |
|
|
2023
Q2 | $457K | Sell |
29,823
-36,819
| -55% | -$564K | 0.02% | 150 |
|
|
2023
Q1 | $563K | Sell |
66,642
-251,159
| -79% | -$2.12M | 0.02% | 140 |
|
|
2022
Q4 | $2.04M | Sell |
317,801
-16,575
| -5% | -$106K | 0.08% | 104 |
|
|
2022
Q3 | $2.72M | Sell |
334,376
-35,814
| -10% | -$291K | 0.11% | 96 |
|
|
2022
Q2 | $3.36M | Sell |
370,190
-39,683
| -10% | -$360K | 0.14% | 96 |
|
|
2022
Q1 | $5.63M | Sell |
409,873
-45,222
| -10% | -$621K | 0.21% | 84 |
|
|
2021
Q4 | $8.29M | Sell |
455,095
-23,801
| -5% | -$433K | 0.29% | 73 |
|
|
2021
Q3 | $11.5M | Sell |
478,896
-79,186
| -14% | -$1.9M | 0.45% | 65 |
|
|
2021
Q2 | $14.7M | Hold |
558,082
| – | – | 0.57% | 62 |
|
|
2021
Q1 | $13M | Buy |
558,082
+496,044
| +800% | +$11.6M | 0.54% | 61 |
|
|
2020
Q4 | $1.46M | Sell |
62,038
-63,462
| -51% | -$1.49M | 0.06% | 99 |
|
|
2020
Q3 | $1.19M | Buy |
+125,500
| New | +$1.19M | 0.06% | 92 |
|