KJWM
Kiley Juergens Wealth Management’s Palantir PLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.84M | Sell |
20,847
-216
| -1% | -$29.4K | 0.66% | 34 |
|
|
2025
Q1 | $1.78M | Sell |
21,063
-2,850
| -12% | -$241K | 0.47% | 38 |
|
|
2024
Q4 | $1.81M | Sell |
23,913
-1,452
| -6% | -$110K | 0.45% | 38 |
|
|
2024
Q3 | $944K | Sell |
25,365
-1,185
| -4% | -$44.1K | 0.24% | 52 |
|
|
2024
Q2 | $673K | Sell |
26,550
-370
| -1% | -$9.37K | 0.19% | 59 |
|
|
2024
Q1 | $619K | Buy |
26,920
+1,785
| +7% | +$41.1K | 0.19% | 58 |
|
|
2023
Q4 | $432K | Buy |
25,135
+1,195
| +5% | +$20.5K | 0.14% | 60 |
|
|
2023
Q3 | $383K | Sell |
23,940
-1,650
| -6% | -$26.4K | 0.14% | 67 |
|
|
2023
Q2 | $392K | Buy |
25,590
+850
| +3% | +$13K | 0.14% | 69 |
|
|
2023
Q1 | $209K | Buy |
+24,740
| New | +$209K | 0.08% | 73 |
|
|
2022
Q4 | – | Sell |
-25,715
| Closed | -$209K | – | 72 |
|
|
2022
Q3 | $209K | Sell |
25,715
-3,075
| -11% | -$25K | 0.1% | 69 |
|
|
2022
Q2 | $261K | Buy |
28,790
+10,475
| +57% | +$95K | 0.12% | 71 |
|
|
2022
Q1 | $251K | Sell |
18,315
-11,050
| -38% | -$151K | 0.12% | 52 |
|
|
2021
Q4 | $535K | Buy |
29,365
+7,500
| +34% | +$137K | 0.2% | 61 |
|
|
2021
Q3 | $525K | Buy |
21,865
+9,825
| +82% | +$236K | 0.23% | 58 |
|
|
2021
Q2 | $317K | Buy |
+12,040
| New | +$317K | 0.15% | 62 |
|