MSWM
McGlone Suttner Wealth Management’s Palantir PLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
7,387
+73
| +1% | +$9.95K | 0.15% | 70 |
|
|
2025
Q1 | $617K | Buy |
7,314
+1,371
| +23% | +$116K | 0.1% | 93 |
|
|
2024
Q4 | $449K | Buy |
+5,943
| New | +$449K | 0.08% | 112 |
|
|
2024
Q1 | – | Sell |
-3,297
| Closed | -$56.6K | – | 631 |
|
|
2023
Q4 | $56.6K | Buy |
+3,297
| New | +$56.6K | 0.01% | 270 |
|
|
2023
Q2 | – | Sell |
-10,039
| Closed | -$84.8K | – | 154 |
|
|
2023
Q1 | $84.8K | Hold |
10,039
| – | – | 0.02% | 139 |
|
|
2022
Q4 | $64.5K | Buy |
+10,039
| New | +$64.5K | 0.02% | 132 |
|