FWM
Focused Wealth Management’s Palantir PLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Buy |
9,772
+94
| +1% | +$12.8K | 0.16% | 58 |
|
|
2025
Q1 | $817K | Sell |
9,678
-1,753
| -15% | -$148K | 0.11% | 63 |
|
|
2024
Q4 | $865K | Sell |
11,431
-19
| -0.2% | -$1.44K | 0.12% | 62 |
|
|
2024
Q3 | $426K | Buy |
11,450
+55
| +0.5% | +$2.05K | 0.06% | 108 |
|
|
2024
Q2 | $289K | Buy |
11,395
+15
| +0.1% | +$380 | 0.04% | 116 |
|
|
2024
Q1 | $262K | Buy |
11,380
+903
| +9% | +$20.8K | 0.04% | 124 |
|
|
2023
Q4 | $180K | Hold |
10,477
| – | – | 0.03% | 146 |
|
|
2023
Q3 | $168K | Sell |
10,477
-75
| -0.7% | -$1.2K | 0.03% | 146 |
|
|
2023
Q2 | $162K | Sell |
10,552
-22,875
| -68% | -$351K | 0.03% | 155 |
|
|
2023
Q1 | $282K | Buy |
33,427
+13,262
| +66% | +$112K | 0.06% | 109 |
|
|
2022
Q4 | $129K | Sell |
20,165
-36,921
| -65% | -$237K | 0.03% | 167 |
|
|
2022
Q3 | $464K | Buy |
57,086
+8,357
| +17% | +$67.9K | 0.1% | 81 |
|
|
2022
Q2 | $442K | Buy |
48,729
+15,384
| +46% | +$140K | 0.08% | 89 |
|
|
2022
Q1 | $458K | Sell |
33,345
-2,083
| -6% | -$28.6K | 0.07% | 94 |
|
|
2021
Q4 | $645K | Buy |
35,428
+4,119
| +13% | +$75K | 0.1% | 80 |
|
|
2021
Q3 | $753K | Buy |
31,309
+616
| +2% | +$14.8K | 0.12% | 71 |
|
|
2021
Q2 | $809K | Buy |
30,693
+17,463
| +132% | +$460K | 0.13% | 73 |
|
|
2021
Q1 | $308K | Buy |
13,230
+12,830
| +3,208% | +$299K | 0.05% | 128 |
|
|
2020
Q4 | $9K | Hold |
400
| – | – | ﹤0.01% | 537 |
|
|
2020
Q3 | $4K | Buy |
+400
| New | +$4K | ﹤0.01% | 594 |
|