KWA
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Kellett Wealth Advisors’s Palantir PLTR Stock Holding History

Kellett Wealth Advisors’s Portfolio PLTR Stock Details PLTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,581
Closed -$302K – 75
2025
Q1 		$302K Buy
3,581
+581
+19% +$49K 0.21% 53
2024
Q4 		$227K Buy
+3,000
New +$227K 0.16% 65