Liberty Wealth Management’s Palantir PLTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$892K Buy
6,546
+1,101
+20% +$150K 0.14% 90
2025
Q1
$460K Buy
5,445
+1,608
+42% +$136K 0.09% 95
2024
Q4
$290K Buy
+3,837
New +$290K 0.05% 164
2021
Q4
Sell
-168
Closed -$3K 846
2021
Q3
$3K Buy
+168
New +$3K ﹤0.01% 1022