JWM
JGP Wealth Management’s Palantir PLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $900K | Buy |
6,599
+660
| +11% | +$90K | 0.11% | 106 |
|
|
2025
Q1 | $501K | Sell |
5,939
-2,441
| -29% | -$206K | 0.07% | 122 |
|
|
2024
Q4 | $634K | Buy |
8,380
+1,023
| +14% | +$77.4K | 0.08% | 117 |
|
|
2024
Q3 | $274K | Buy |
+7,357
| New | +$274K | 0.04% | 157 |
|