LWM
Lodestone Wealth Management’s Palantir PLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Sell |
8,138
-812
| -9% | -$111K | 0.54% | 57 |
|
|
2025
Q1 | $755K | Buy |
8,950
+97
| +1% | +$8.19K | 0.4% | 69 |
|
|
2024
Q4 | $670K | Sell |
8,853
-643
| -7% | -$48.6K | 0.34% | 75 |
|
|
2024
Q3 | $353K | Sell |
9,496
-801
| -8% | -$29.8K | 0.18% | 106 |
|
|
2024
Q2 | $261K | Buy |
10,297
+323
| +3% | +$8.18K | 0.14% | 130 |
|
|
2024
Q1 | $230K | Buy |
+9,974
| New | +$230K | 0.12% | 143 |
|