LWM
LJI Wealth Management’s Palantir PLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.39M | Sell |
39,541
-97
| -0.2% | -$13.2K | 0.94% | 18 |
|
|
2025
Q1 | $3.35M | Sell |
39,638
-120
| -0.3% | -$10.1K | 0.67% | 20 |
|
|
2024
Q4 | $3.01M | Sell |
39,758
-2,026
| -5% | -$153K | 0.59% | 22 |
|
|
2024
Q3 | $1.55M | Buy |
41,784
+969
| +2% | +$36K | 0.32% | 38 |
|
|
2024
Q2 | $1.03M | Buy |
+40,815
| New | +$1.03M | 0.23% | 54 |
|
|
2024
Q1 | – | Sell |
-47,440
| Closed | -$815K | – | 162 |
|
|
2023
Q4 | $815K | Sell |
47,440
-1,158
| -2% | -$19.9K | 0.21% | 55 |
|
|
2023
Q3 | $778K | Sell |
48,598
-35
| -0.1% | -$560 | 0.22% | 54 |
|
|
2023
Q2 | $746K | Sell |
48,633
-1,967
| -4% | -$30.2K | 0.22% | 52 |
|
|
2023
Q1 | $428K | Buy |
50,600
+4,800
| +10% | +$40.6K | 0.14% | 83 |
|
|
2022
Q4 | $294K | Buy |
+45,800
| New | +$294K | 0.1% | 100 |
|