LWM
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Lyell Wealth Management’s Palantir PLTR Stock Holding History

Lyell Wealth Management’s Portfolio PLTR Stock Details PLTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$334K Buy
2,451
+1
+0% +$136 0.03% 170
2025
Q1 		$207K Buy
+2,450
New +$207K 0.02% 197