DWAM
Duncan Williams Asset Management’s Palantir PLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $585K | Buy |
4,291
+1,306
| +44% | +$178K | 0.18% | 82 |
|
|
2025
Q1 | $252K | Buy |
2,985
+271
| +10% | +$22.9K | 0.09% | 125 |
|
|
2024
Q4 | $205K | Buy |
+2,714
| New | +$205K | 0.08% | 138 |
|
|
2024
Q2 | – | Sell |
-25,029
| Closed | -$576K | – | 70 |
|
|
2024
Q1 | $576K | Buy |
+25,029
| New | +$576K | 0.52% | 35 |
|