HWA
HHM Wealth Advisors’s Palantir PLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $756K | Sell |
5,545
-753
| -12% | -$103K | 0.09% | 79 |
|
|
2025
Q1 | $532K | Buy |
6,298
+1,135
| +22% | +$95.8K | 0.07% | 102 |
|
|
2024
Q4 | $390K | Buy |
5,163
+492
| +11% | +$37.2K | 0.05% | 126 |
|
|
2024
Q3 | $174K | Buy |
4,671
+229
| +5% | +$8.52K | 0.02% | 190 |
|
|
2024
Q2 | $113K | Hold |
4,442
| – | – | 0.02% | 229 |
|
|
2024
Q1 | $102K | Sell |
4,442
-1,000
| -18% | -$23K | 0.02% | 205 |
|
|
2023
Q4 | $93.4K | Buy |
5,442
+1,000
| +23% | +$17.2K | 0.02% | 210 |
|
|
2023
Q3 | $71.1K | Hold |
4,442
| – | – | 0.01% | 230 |
|
|
2023
Q2 | $68.1K | Sell |
4,442
-4
| -0.1% | -$61 | 0.01% | 245 |
|
|
2023
Q1 | $37.6K | Buy |
4,446
+4,170
| +1,511% | +$35.2K | 0.01% | 311 |
|
|
2022
Q4 | $1.77K | Hold |
276
| – | – | ﹤0.01% | 617 |
|
|
2022
Q3 | $2K | Hold |
276
| – | – | ﹤0.01% | 602 |
|
|
2022
Q2 | $3K | Hold |
276
| – | – | ﹤0.01% | 714 |
|
|
2022
Q1 | $4K | Hold |
276
| – | – | ﹤0.01% | 637 |
|
|
2021
Q4 | $5K | Hold |
276
| – | – | ﹤0.01% | 580 |
|
|
2021
Q3 | $7K | Buy |
276
+4
| +1% | +$101 | ﹤0.01% | 526 |
|
|
2021
Q2 | $7K | Hold |
272
| – | – | ﹤0.01% | 506 |
|
|
2021
Q1 | $6K | Hold |
272
| – | – | ﹤0.01% | 491 |
|
|
2020
Q4 | $6K | Buy |
+272
| New | +$6K | ﹤0.01% | 457 |
|