EWM
Empirical Wealth Management’s Palantir PLTR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.22M | Buy |
16,260
+2,898
| +22% | +$395K | 0.05% | 221 |
|
2025
Q1 | $1.13M | Sell |
13,362
-6,821
| -34% | -$576K | 0.03% | 281 |
|
2024
Q4 | $1.53M | Sell |
20,183
-5,789
| -22% | -$438K | 0.04% | 227 |
|
2024
Q3 | $966K | Buy |
+25,972
| New | +$966K | 0.03% | 266 |
|
2022
Q2 | – | Sell |
-10,724
| Closed | -$147K | – | 513 |
|
2022
Q1 | $147K | Buy |
+10,724
| New | +$147K | 0.01% | 481 |
|
2021
Q2 | – | Sell |
-12,245
| Closed | -$285K | – | 452 |
|
2021
Q1 | $285K | Buy |
+12,245
| New | +$285K | 0.02% | 331 |
|