EWM
Evercore Wealth Management’s Palantir PLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.55M | Sell |
33,351
-2,010
| -6% | -$274K | 0.07% | 106 |
|
|
2025
Q1 | $2.98M | Sell |
35,361
-2,825
| -7% | -$238K | 0.05% | 132 |
|
|
2024
Q4 | $2.89M | Hold |
38,186
| – | – | 0.04% | 133 |
|
|
2024
Q3 | $1.42M | Hold |
38,186
| – | – | 0.02% | 189 |
|
|
2024
Q2 | $967K | Buy |
38,186
+5,850
| +18% | +$148K | 0.02% | 219 |
|
|
2024
Q1 | $744K | Buy |
32,336
+1,225
| +4% | +$28.2K | 0.01% | 243 |
|
|
2023
Q4 | $534K | Sell |
31,111
-19
| -0.1% | -$326 | 0.01% | 274 |
|
|
2023
Q3 | $498K | Buy |
31,130
+19
| +0.1% | +$304 | 0.01% | 273 |
|
|
2023
Q2 | $477K | Buy |
+31,111
| New | +$477K | 0.01% | 287 |
|
|
2021
Q4 | – | Sell |
-26,000
| Closed | -$625K | – | 429 |
|
|
2021
Q3 | $625K | Buy |
+26,000
| New | +$625K | 0.01% | 262 |
|