KWM
Kingsview Wealth Management’s Palantir PLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.6M | Sell |
41,073
-14,573
| -26% | -$1.99M | 0.09% | 222 |
|
|
2025
Q1 | $4.7M | Buy |
55,646
+4,703
| +9% | +$397K | 0.09% | 226 |
|
|
2024
Q4 | $3.85M | Buy |
50,943
+16,257
| +47% | +$1.23M | 0.08% | 249 |
|
|
2024
Q3 | $1.29M | Sell |
34,686
-8,265
| -19% | -$307K | 0.03% | 474 |
|
|
2024
Q2 | $1.09M | Sell |
42,951
-2,497
| -5% | -$63.2K | 0.03% | 491 |
|
|
2024
Q1 | $1.05M | Sell |
45,448
-26,134
| -37% | -$601K | 0.03% | 487 |
|
|
2023
Q4 | $1.23M | Buy |
+71,582
| New | +$1.23M | 0.04% | 409 |
|
|
2023
Q3 | – | Sell |
-31,764
| Closed | -$487K | – | 990 |
|
|
2023
Q2 | $487K | Buy |
31,764
+16,323
| +106% | +$250K | 0.02% | 600 |
|
|
2023
Q1 | $130K | Buy |
+15,441
| New | +$130K | 0.01% | 849 |
|
|
2021
Q2 | – | Sell |
-5,960
| Closed | -$137K | – | 914 |
|
|
2021
Q1 | $137K | Buy |
+5,960
| New | +$137K | 0.01% | 785 |
|