DWM
Dogwood Wealth Management’s Palantir PLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.7K | Buy |
420
+232
| +123% | +$32.4K | 0.03% | 118 |
|
|
2025
Q1 | $15.9K | Buy |
+188
| New | +$15.9K | 0.01% | 170 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 561 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 268 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 342 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 364 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 372 |
|