EWM
Evermay Wealth Management’s Palantir PLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $119K | Buy |
876
+874
| +43,700% | +$119K | 0.01% | 243 |
|
|
2025
Q1 | $169 | Hold |
2
| – | – | ﹤0.01% | 566 |
|
|
2024
Q4 | $152 | Hold |
2
| – | – | ﹤0.01% | 555 |
|
|
2024
Q3 | $75 | Hold |
2
| – | – | ﹤0.01% | 584 |
|
|
2024
Q2 | $51 | Hold |
2
| – | – | ﹤0.01% | 605 |
|
|
2024
Q1 | $47 | Hold |
2
| – | – | ﹤0.01% | 608 |
|
|
2023
Q4 | $35 | Buy |
+2
| New | +$35 | ﹤0.01% | 674 |
|
|
2023
Q3 | – | Sell |
-3
| Closed | -$46 | – | 577 |
|
|
2023
Q2 | $46 | Sell |
3
-2,725
| -100% | -$41.8K | ﹤0.01% | 552 |
|
|
2023
Q1 | $23.1K | Sell |
2,728
-115
| -4% | -$972 | ﹤0.01% | 359 |
|
|
2022
Q4 | $18.3K | Sell |
2,843
-62
| -2% | -$398 | ﹤0.01% | 372 |
|
|
2022
Q3 | $24K | Buy |
2,905
+1,175
| +68% | +$9.71K | ﹤0.01% | 334 |
|
|
2022
Q2 | $16K | Buy |
1,730
+385
| +29% | +$3.56K | ﹤0.01% | 357 |
|
|
2022
Q1 | $18K | Sell |
1,345
-1,015
| -43% | -$13.6K | ﹤0.01% | 373 |
|
|
2021
Q4 | $43K | Buy |
2,360
+845
| +56% | +$15.4K | 0.01% | 296 |
|
|
2021
Q3 | $36K | Buy |
1,515
+1,295
| +589% | +$30.8K | 0.01% | 297 |
|
|
2021
Q2 | $6K | Buy |
+220
| New | +$6K | ﹤0.01% | 436 |
|